Broker Check

Our Team

A team such as ours is focused on providing a sound financial planning experience designed to unify the purpose of investment and insurance solutions with the most important aspects of our client's lives.

Molly Rambo, CPFA

President / Financial Advisor


Molly Rambo has been advising and advocating on behalf of her clients since 1990. Although her education of a B.S. in Finance and Master's of Education has been helpful for her career, she considers the most important elements of her...

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LPL Financial

Institutional Partner

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for...
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Elizabeth Lee

Marketing Consultant

Elizabeth Lee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. With over 9 years of experience in...

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Sebastian Rambo

Security Department