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 $50 billion for clients in all 50 states and abroad (as of August 2020), 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, 2019 & 2020*) as well as one of the “Top 100 Women Financial Advisors” (2019 & 2020*). She is also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ (2020*) and in Forbes as a ‘Best-In-State Wealth Advisor’ (2021*). 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.
*See all Creative Planning disclosures and sources.