Molly serves as a lead advisor and relationship manager to high-net worth individuals, families, and organizations, including closely held and family-owned businesses. She works with clients to gain a complete understanding of their lifestyle, career, philanthropic, and wealth planning goals. Once she has a holistic understanding of her clients’ objectives, Molly engages her broader team of investment and estate planning professionals to create a unique and constantly evolving strategy to help meet these goals.

Molly joined the organization in 2017 and has more than 15 years of experience in the financial services industry.

Molly earned a Bachelor of Arts in political science from Purdue University in West Lafayette, Indiana. She enjoys snow-skiing, travel, and golf. She lives in Hinsdale, Illinois with her husband Justin, and son Rory.