31731 Northwestern Hwy.,
Our name gives insight into how we work. Mollan Financial reflects our focus on truth, honesty, and transparency. We are independent financial professionals, investment fiduciaries with a moral, ethical, and legal duty to put your interest first at all times. As a “Wealth Management Group,” we bring the added resources of CPAs, estate attorneys, insurance professionals to support your complete financial life.
The process of planning for retirement and beyond frequently brings up questions concerning wills, trusts, tax planning and health care that require answers from outside professionals. If you already work with a CPA or attorney, we will gladly work with them or we can refer you to professionals* that we know. Either way, we can consult with all the players to ensure you receive well-rounded advisory support.
We like to keep things simple. Working with a coherent team helps us ensure that we leave no gaps or unanswered questions.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Mollan Financial.
Chris Mollan, CRPC®, AAMS®, AWMA®, AIF®
Wealth Management Advisor
As the founder of Mollan Financial, I bring over 17 years of dedicated service to my client. My focus is on helping clients meet their financial objectives by utilizing a comprehensive retirement planning and wealth management approach. In addition to assisting clients create customized investment portfolios and retirement income strategies; I also have expertise in the areas of Financial Planning, asset management, insurance, tax, small business planning as well as estate planning. By working closely with my clients, I am able to better identify issues and concerns that are most important to them and help develop retirement solutions and strategies given their financial goals, risk tolerance, and lifestyle.
After attending Michigan State and earning my degree in Finance, I worked at a Fortune 500 firm before joining UBS Financial Services, where I served as Vice President of Investments and Financial Planning to individuals and families. I also worked as a retirement income solution specialist, where I continued to help analyze social security, health, and long term care benefits as it related to the whole financial picture. In 2007, I then took my business to LPL financial, where I currently have been for 13 years now.
I thoroughly believe in providing the highest level of advice and service available to me for my clients; therefore, have earned several additional professional designations from the College of Financial Planning. My professional designations include: Certified Retirement Planning Consultant (CRPC ® ), Accredited Asset Management Specialist (AAMS ®) , and Accredited Wealth Management Advisor (AWMA℠). I also recently have accomplished my Accredited Investment Fiduciary (AIF ® ) designation from Fi360.
Giving back and being involved in my community is also important to me, so I continue to offer educational programs to the public. I have been a financial guest on 97.1FM The Ticket as well as XM Michigan Money Saver radio. I am also a regular event speaker for news radio AM 950 WWJ, where I have been educating listeners at the Michigan Money Summit with Fox 2 Murray Feldman for the past five years.
I was awarded the recipient of the Top Five Star Financial Professional award by Detroit Hour Magazine. (June Edition, 2012,2013,14,16,18,19). Five Star Professionals partnered with Hour Detroit to research and to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. This award is based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2016, 2018, and 2019. Five Star Wealth Managers.
I currently reside in South Lyon, with my wife, Melanie, and our three children, Aiden, Mason, and Kendall. Melanie is a teacher for South Lyon Community Schools. In our spare time, we enjoy reading, playing golf and soccer, traveling, and staying active with our kids.
Terry has provided personal financial planning services to clients for nearly thirty years. He has broad familiarity with all its associated subtopics (risk management, income tax and estate issues, retirement plans and employee benefits, investments, and cash flow planning). In addition, he has extensive experience in business continuity and executive benefits planning. Terry taught Risk Management to CFP(r) candidates at Oakland University (MI) for fifteen years. He is a national speaker and subject matter expert to professional societies and broker-dealer groups on topics related to the interaction of risk management with broader financial planning. He seeks to create income streams for retirees and addressing risks of death, disability and health care costs within the context of comprehensive financial planning.
Terry resides in Michigan with his lovely wife Julie where they maintain a 501(c)3 nonprofit ministry, tend to their menagerie of household pets and attempt to spoil their grandchildren. When not providing professional financial services or speaking, he plays music professionally. He also enjoys playing golf with a singular lack of distinction.
Client Service Associate
Ida Houghton joined LPL Financial as a Client Service Assistant in February of 2016. She has over 15 years of experience in customer service.
Ida quickly became an invaluable member for Mollan Financial due to her ability to learn quickly. Her multi-tasking abilities and self motivation are greatly valued at the firm. While working independently is easy for her to do, she can quickly put on her teammate hat and jump on board with group projects.
Outside of the office, Ida has been married for 15 years to her husband David, and they have a son who carries on the name as David the fourth. They are avid football fans, campers, and love spending time with family.
Matt is a business professional with over 20 years of experience, two Master’s degrees, and is an independent Financial Advisor. Matt holds a Bachelor’s degree from Michigan State University along with a Master’s Degree in Mechanical Engineering and a Master’s Degree in Business Administration (MBA). Prior to joining LPL Financial, he was a successful Program Manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army. In addition to Program Management, he also owned several small businesses.
As a wealth advisor, he helps you pursue your financial and retirement goals and handle life’s circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio. He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and ensuring that your family is properly insured. Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication.
Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids.
These strategic partners are not affiliated with LPL Financial. They are resources that are available to you with specific questions. Please click on their website for more information.
Estate, Business & Medicaid Planning
Tax Specialist & Accounting
You are under no obligation to use the services of any of the entities shown above, and you may choose any qualified professional to provide you estate, tax and accounting help.
We’re driven by your goals; your needs, wants, and plans for the future. We help you sort through the noise and excess information to create customized plans, based on your individual objectives.
With a team of professionals behind us and years of experience in financial services, we are your complete resource for your financial needs today and in the years ahead. Get to know us. We look forward to answering your questions and starting a conversation.