Experience & Expertise
Molly is a Financial Advisor in the firm’s Institutional Consulting Group. Prior to joining Greenspring she worked in an advisory and client service capacity for Tobias Financial Advisors and Financial Consulate. She serves as the primary advisor and financial coach for employees of our Corporate Retirement Plan clients.
Favorite Thing About Working With Clients
“Lifting a weight off clients’ shoulders. When completing the initial financial review process, I can see there’s a new glimmer in their eyes. It’s as if a weight has been lifted off their chest and they can breathe again.”
My Philosophy On Client Service
“Optimize the whole, not the parts. Like a set of gears, your financial life is a collection of different but interlocking pieces (saving strategies, tax implications, estate planning, and more!). You can’t touch one without affecting the others. Optimizing one doesn’t necessarily optimize the whole, and the goal is an optimized whole.”