Molly Myers joined Concentric Wealth Management in 2017 after it merged with her previous firm, Lifetime Wealth Management. From college and retirement saving to medicare and social security planning, Molly has been assisting her clients through the financial planning process to work toward their goals.
Molly earned a Bachelor of Arts degree from Xavier University. She is a Certified Financial Planner™ (CFP®) and a Chartered Life Underwriter (CLU) with expertise in the areas of insurance, Medicare, and financial planning. She maintains a series 6, 7, 63, 66 and her life and variable annuity * insurance license.
Molly resides in Milford, Ohio with her husband John and daughter Zoey. She enjoys camping, traveling to new places, her dogs and watching her daughter play in school and club volleyball.
* Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value.