Molly M. Stoffel

Molly M. Stoffel

CFF®, Client Relationship Manager - Registered Assistant

Molly began her career in the investment and retirement planning industry in 1996 as a financial advisor for RBC Dain.  As part of an advisor team servicing retail clients, she helped individuals and families create and monitor their personal financial plans.

After taking a break from the industry to focus on raising her four children, she joined Dave’s team in 2013. As Octagon’s Client Relationship Manager, she works closely with clients to better ensure that, as their needs and circumstances change, their investment portfolios and overall financial plans remain aligned with their long-term goals.

Molly holds a Chartered Financial Fiduciary (CFF) from the National Association of Certified Financial Fiduciaries in Charlotte, NC and is fully licensed and credentialed holding FINRA Series 7 and 66 licenses as well as licenses to provide Life & Health insurance and Variable Annuities.

A native Minnesotan who grew up in Bloomingon, she is a graduate of the Carlson School of Management at the University of Minnesota. She and her husband are raising their 4 children in Eden Prairie where she enjoys attending her children’s activities, traveling, reading and volunteering--especially at the PROP Shop, a non-profit thrift store that supports local families in need.

Phone 952-885-2724