Molly is the Vice President of Creative Planning and partners with Peter Mallouk as the Wealth Manager to the firm’s high net worth individuals, business owners and retirees. She develops, delivers and implements investment, financial, insurance, debt, tax and estate planning recommendations, and serves on the firm’s Advisory Board.
Creative Planning provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, is featured as the #1 Independent Wealth Management Firm in America by Barron’s, (2017) and has been featured on CNBC’s only two wealth manager rankings as the ‘#1 Wealth Management Firm in America’ (2014 and 2015)*. The New York Times, in an article about the firm, said “Creative Planning is at the vanguard of a profound shift in finance.” (2017)
Molly was featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America” (2018*). She was selected as one of Ingram’s “40 Under Forty” honorees (2010). The list recognizes the most accomplished business and community leaders in the Kansas City region under 40 years of age. Molly was also named one of KC Business’ “Rising Stars” (2011), a list honoring individuals under the age of 40 that exemplify hard work, dedication to corporate success and personal growth. In 2004, Molly was published in the Journal of Business and Society for her research on corporate governance, mutual funds and ethics.
Molly graduated summa cum laude from Rockhurst University with a Bachelor of Arts in Economics and a minor in Finance. She was the recipient of Rockhurst’s Senior Gold Medal, an award given to the student graduating with the highest Grade Point Average, the Wall Street Journal Award, the Delta Sigma Pi Scholarship Key and the Andrea C. Hall Award. Molly was also presented with the Financial Executives Institute Award for her achievements in the field of finance. Molly has earned the CERTIFIED FINANCIAL PLANNER™ designation and her Master’s Degree in Business Administration at the University of Kansas.
Molly volunteers for KC CAN! and served on its Board of Directors as Treasurer for two years.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company or Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company or the Wealth Advisor by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Neither the Company nor the Wealth Advisor pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
The Barron’s Top 100 Independent Financial Advisors in America ranking reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of “N” indicates the advisor was not ranked in the specified year.
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