Molly is the Vice President of Creative Planning and is a Wealth Manager to the firm’s highest net worth individuals, business owners and retirees. She develops and implements investment, financial, insurance, tax and estate planning recommendations, and serves on the firm’s Advisory Board.
Creative Planning provides wealth management services to clients, manages over $40 billion for clients in all 50 states and abroad (as of June 11, 2019), 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 Wealth Advisors in America” (2018) as well as one of the “2019 Top 100 Women Financial Advisors”.* 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. Molly has earned the Certified Financial Planner™ designation and her Master’s Degree in Business Administration at the University of Kansas.
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 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 Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
Advisors who wish to be ranked fill out a survey from Barron’s about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies its own rankings formula featuring three major categories of calculations: (1) Assets, (2) Revenue, and (3) Quality of practice. Barron’s measures the growth of an advisors practice and their client retention and also considers a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance record.