Your success is our success. Our focus and our passion revolve around creating long-term, lasting value for our clients and those that they care the most about. We can help you to build a solid foundation for your financial future, based on how you define it. Molly RamboSince 1990, Molly Rambo has been listening, creating strategies, and planning for clients and loved ones to help build a stronger financial future. Molly has a B.S. in Finance and Master's Degree in Education from the Pennsylvania State University. Martha CarlsonAdvisor Assistant, assists with client service and client events throughout the year. Griffin SchroeterAdvisor Assistant, helps with technology integration, our client-relationship management system, and investment portfolio illustrations. Griffin completed his degree in the technology field at UMass Amherst in 2019. Kegan SchroeterAdvisor Assistant, helps prepare portfolio illustrations, organize new account paperwork, and assists with setting up financial planning data while currently attending Brown University. William McKiernanFinancial Advisor, helps assist clients with their financial planning, investment, and insurance needs.