Molly Myers Wealth Management Advisor

Molly Myers joined Concentric Wealth Management in 2017 after it merged with her previous firm, Lifetime 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, Medicare, and financial planning. 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.

Our Team

• Michelle Robinson, CPA
• Dawn James, CPA
• Sara Boruske, CPA
• Matt Cassidy
• Dylan Humbert
• Dan Engelhardt
• John Kemen
• Andrew Chaney
• Allison Steffen
• Josh Wentz
• Cheryl Pemberton
• Ashley Champ
• Michael J. Capozzoli, CPA
• Tyler Bick
• Pam Zoda
• John Zetzl, CPA
• Tiffany Mull, CPA
• Jenney Holthouse
• Kelley Hensley
• Tony Gillam, CPA
• Natalie Gerber
• Diego Vallota
• Molly Myers
• Tom Gady, CPA
• Pamela Conner, CPA
• Jake Burke, CPA
• Gene Schindler, CPA
• Pat Burke, CPA