Team member
Mollie A. Felt, CFP®
Senior Wealth Management Associate
Mollie is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. She holds a bachelor’s degree in accounting from DePaul University and has nearly 15 years of experience in the financial services industry. She has also earned her CERTIFIED FINANCIAL PLANNER® certification.