Molly Stoffel, CF2

About Molly Stoffel

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, they helped individuals and families create and monitor their personal financial plans to meet their long-term goals. 
 After taking a break 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 their investment portfolios and overall financial plans remain aligned with their long-term goals.
 She is a Certified Financial Fiduciary and holds FINRA Series 7 and 66 licenses.  She takes her responsibility to be a fiduciary very seriously and appreciates the trust their clients have in them.
 A native Minnesotan who grew up in Bloomington, she is a graduate of the Carlson School of Management at the University of Minnesota.  She and her husband are raising their four children in Eden Prairie where she enjoys attending her children’s activities, traveling, reading, and volunteering in the community especially the local non-profit thrift store, PROP SHOP that supports local families in need.