Molly Apparis
Administrative Assistant
Molly's goal is to create meaningful relationships with clients. She believes strongly that no two people should have the same financial plan, because everyone has different goals, backgrounds, and financial expectations. As a woman and member of the LGBTQIA+ community, Molly is well aware that there are many factors that should influence a financial plan, and that cookie cutter plans don't fully serve a client's needs. Molly believes that everyone should have a seat at the table, that every single voice deserves to be heard, and that the goals and dreams you have for your life are what should influence your financial plan and investment strategy. Life is meant to be lived, and your financial plan is meant to help you live the life you dream of. Molly looks forward to helping clients build their individual financial plans based on their future goals.
Molly is currently studying for her Series 7 and Series 66 Exams, and looks forward to servicing clients in a more hands-on way once she is fully licensed. She intends to help clients with Goals-Based Investing and Financial Planning.
In her free time, Molly loves traveling with her friends, attending concerts big and small, and baking everything from cookies to sourdough bread. In good weather, you can find her at Gasworks Park, reading a book and enjoying the sun. In the rain, you can expect her to be trying out new coffee shops and looking for treasure at local record stores.