I'm a lot of things to a lot of people... Mother, Wife, Daughter, Sister, Aunt, Friend, and Financial Advisor. Filling those roles brings me a lot of joy.

Being part of my clients' lives, as their trusted friend and Financial Advisor, allows me to assist them with everything from getting started on their financial plan and initial investments, to getting through all of the ups, downs, twists and turns in their lives. It is a responsibility that I embrace wholeheartedly. 

Working together with a Financial Advisor is a very personal and important decision. Together, engaging in meaningful communications, which leads to a deeper level of relationship and ultimately a strong sense of trust, is key to building a successful financial future. It's also important to be comfortable with the relevant strategies that need to be developed, delivered and maintained in order to pursue that success. Additionally, I believe working together to establish and accomplish the necessary action plan can surely help to make one's financial life less stressful and more rewarding.

I hope you will enjoy this introductory video and will see a little bit more about what working together could be like.

                        - Molly