About Molly

Molly joined our team in 2008. She is an Advisor as well as supervises those within the Trading and Financial Planning Departments. As a member of the Investment Committee, Molly participates in investment research and selection as well as allocation model creation and review.

A Spokane native, Molly has a large extended family (even making local TV) when they get together to root for the Seattle Seahawks. She enjoys time with her husband Cody and their three daughters as well, often on the sidelines at soccer or basketball games. Molly holds a Bachelor’s degree in Business Administration from Eastern Washington University.

Credentials

• CERTIFIED FINANCIAL PLANNER™ professional

• Accredited Investment Fiduciary®

• Series 65 Securities License

• Investment Committee Member

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.