Molly LaClair
Associate Advisor
Molly serves as Associate Advisor, working alongside Senior Advisors to serve our clients, particularly with financial planning, investment analyses, and presentations. Molly is both a team and client favorite, known for her reliability, acumen, communication skills, and integrity.
A Northwest Ohio native, Molly earned her Bachelor of Science degree in Finance from Miami University, as well as her MBA from the University of Toledo. After spending several years as a project analyst and process improvement specialist with ProMedica, Molly initially joined SJS in 2018 to help existing and prospective clients through investment portfolio analyses, client presentations, and financial plans. Molly also had an Ohio Real Estate Salesperson license from 2023-2024.
When she’s not at SJS, Molly enjoys spending time with her family – especially her three young children – visiting the area metroparks and neighborhood parks in Perrysburg, where her family resides.
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.
We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.
We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.