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Molly G
Series 63
Worthington, OH
Dynasty Financial Planners
Molly Grubb is a financial advisor at Dynasty Financial Planners with 17 years of industry experience. She holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, INC from 2012 to 2017. Outside of her advisory role, she owns an exotic car holding company, Amora Green Exotics, LLC. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized investment strategies documented in written Investment Policy Statements and offers services including pension consulting, estate-unwinding assistance, and business-owner exit planning.
Jonathan M
CFP®, Series 66
Worthington, OH
Dynasty Financial Planners
Jonathan Messimer is a CFP® and holds a Series 66 license with one year of industry experience. He has worked at Dynasty Family Office since 2021 and previously held positions at StoneBridge Financial Group, Amazon, Merck & Co., Inc., and Edward Jones. Dynasty Financial Planners serves individuals—including high-net-worth clients—business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized Investment Policy Statements and regularly monitors client portfolios using both fundamental and technical analysis, while also offering unique services such as business-owner consulting, estate-unwinding assistance, and public educational workshops.
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