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...
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...