Director of Client Services
A resident of the Santa Ynez Valley since 2002, Molly is very grateful to be able to live and work in such a special community. With a background in customer service and retail management, Molly embarked on a career in the financial services industry a little over 19 years ago and joined Bruce’s team in 2013. Molly is a California Notary and has passed the Securities Industry Essentials (SIE) exam, with the goal of getting further securities licenses in the near future. She prides herself on promoting prompt follow-up to client issues, attention to detail and excellent customer service.
Outside of work, Molly is passionate about food and cooking and does occasional baked good “pop-ups” on the weekends for fun. When not in the kitchen, you may find her at a vintage car show or out and about enjoying all the food, wine and beauty the Santa Ynez Valley has to offer.