Practice Business Manager
With more than 10 years of experience in the financial services industry, Molly is focused on providing a seamless client experience by creating systems and practices that best enable us to serve our clients and grow our practice.
Prior to joining our team in 2020, Molly most recently worked with J.P. Morgan as a senior member of the Private Bank Client Services Team where she handled training coordination, procedures implementation, and new technology rollouts. Molly earned her bachelor’s degree in Economics from Miami University.
Molly lives in Lakeview with her husband Chris, son Nolan, and cat Toast. Outside of work, she enjoys travelling, exploring the city, and spending time with family and friends.