Molly Myers joined Concentric Wealth Management in 2017 after her previous firm, Lifetime Wealth Management, merged with Concentric Wealth Management. She started with Lifetime Wealth Management in 2001.
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 and financial services. 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 is an avid hiker and enjoys camping, traveling, her dogs and spending time with her family.