Molly Montgomery serves as a retirement plan relationship manager at Fortune Financial, partnering exclusively with Managing Director Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC. With over a decade of financial services experience, she delivers strategic support and insight, positioning herself as a key retirement plan resource for both clients and the internal team.
A Lakeville, MN native, Molly, earned her degree in retail merchandising from the University of Minnesota in 2004. She began her financial career as a representative with Northwestern Mutual in 2008, laying groundwork for her future in the retirement industry.
In 2013, she joined John Hancock’s Retirement division, managing plans exceeding $10 million and continuing her family’s legacy in the industry—following in the footsteps of her father and brother.
Molly joined Fortune Financial in 2025, bringing deep expertise and a client-focused approach to retirement strategy. She is also an active member of We Inspire Promote Network (WIPN), a national organization advancing women in the financial industry.
She lives in Chanhassen, MN, with her husband, John, and their four children. Outside of work, she enjoys lake life, golf, yoga, cycling, and winter escapes to Marco Island and Naples, Fla.
Registered Administrative Associate of Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.