Helping clients find creative solutions to their complex financial need is what I really enjoy doing. I’m passionate about bringing clarity to financial plans so that my clients can experience less stress and greater understanding to move confidently toward their retirement and focus on what's most important to them.
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.