Mosness, wealth & retirement planning.

 

Life is long, resilience and effectiveness
for your financial health.

Mosness Wealth & Retirement Planning is committed
to delivering you proactive service, customized advice
and tailored solutions.

 
 

You above all. We are passionate about our partnership, empowering you to make decisions with a purpose to achieve the most effective impact on your financial health.

 
 

At Mosness Wealth & Retirement Planning, we value your financial future above our financial gain and remain committed to keeping you at the center of everything we do. By understanding you and your opportunities inside and out, together we provide the right solution just for you. Our commitment and accessibility set us apart in the industry. We put our consciousness into your financial health because we understand what financially prepared means when “what ifs” happen.

We emphasize the human side of finance with a clear understanding of how to make your money work for your specific life goals. Mosness Wealth & Retirement Planning is preeminent in creating financial effectiveness. Our push toward proactive behavior is the value we bring to you. You above all.

 

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Ask us how we can customize our services just for you.

We specialize in customized, hands-on client experiences that encompass all aspects of your financial life. We help you build a wealth plan with a big picture perspective. The planning process is designed entirely around your financial circumstances, your near- and long-term goals, and your comfort with investment risk.

 

Our services include:

Advisory Asset Management

Retirement Planning

Tax Planning Strategies

Insurance Planning

Estate & Legacy Planning

Education Planning

Eldercare Planning

ESG Investing

Through us you have access to our integrated wealth planning experts, who offer their expertise in the areas of estate planning, trust, and insurance. In addition, we partner our professional experience with your tax advisor and attorney. All working together. You above all.

 

Dialogue creates opportunities.

Contact us
 
 

Who are our
clients?

Our clients are located across the United States. We collaborate with individuals, multigenerational families and small business owners. We provide exceptional care for those experiencing life events due to loss or divorce.

 

meet your resilient
financial team

 

Khamsin,
FPQP

Registered Client
Associate

Molly,
CWS®

Senior Vice President,
Financial Advisor

Darcy

Senior Registered
Associate

Your team is made up of three dynamic females at different stages of life. We bring you industry and real life experience with a sense of humor. Our process is established. We are passionate in building strong, lasting relationships based on trust, and a plan for your financial future. You above all.

 
 
 

Molly Mosness, CWS®

Senior Vice President, Financial Advisor

As the Chief Resilience Officer for Mosness Wealth & Retirement Planning, Molly’s primary responsibility is to provide guidance and develop comprehensive solutions to help you build and preserve wealth. She’s dedicated to making a positive difference in your financial life. She excels at asking the right questions and listening to responses to help you navigate and address financial priorities. She’s persistent, a tremendous benefit when helping you complete tasks. Molly’s goal is a true partnership while providing a first-class experience.

Joined D.A. Davidson in 2003. Molly began her career as a financial advisor in 2000 at Wells Fargo Investments. She has 20 plus years of experience in the financial services industry.

Graduated from Montana State University with a B.S. in business with a management option.

In 2008, she completed the Certified Wealth Strategist, CWS. By earning this designation, Molly is better equipped to serve clients with more complex wealth issues.

Committed member of the Helena community, currently serves on the WestMont Operating Company board of directors and strong supporter and volunteer of Helena Food Share.

Married to Justin, a CPA, and proud mom of two teenagers.

Quintessential sports mom, chasing teenagers across Montana and beyond cheering for them!

Master of work-life balance.

Passionate about traveling, summer days on the lake, a good bottle of wine, pizza and country music.

 
 
 

Darcy Weidman

Senior Registered Associate

Darcy’s role as Senior Registered Associate is reflective of her title and her stage of life. She is the elder stateswoman of your resilient financial team. Her passion is to engage strong life coach skills to genuinely join you in creating your best life. Her belief is that money should work for you, not the other way around. She provides compassionate financial understanding for those in life’s tough transitions as well as those just entering the financial planning process. She wants to celebrate your wins and be present for you in down times. You above all.

Darcy has 10 years of industry experience, all with D.A. Davidson, specifically, Mosness Wealth & Retirement Planning.

For 10 years prior to joining D.A. Davidson, she worked in the insurance industry, most recently with PayneWest Insurance.

She was Western Montana’s District Manager of the American Diabetes Association and is proud to support many local non-profit organizations in our area and nationally. She currently serves as President of DARE trust, providing funds for kids camp in the Helena area.

She is a member of the international philanthropic organization, P.E.O.

She studied Women’s Studies and Music at Minnesota State University Moorhead, successfully completing a Mrs. Degree after meeting her husband in humanities 301.

Married to Mark, for 32 years. (Feel free to cheer) Mark is retired law enforcement and currently works in developing security programs.

Admirably parented four excellent children, she is now covered in grandchildren, all boys! The best reward ever.

Darcy is a lover of the arts, an avid reader of all things self-help and craves a kayak in the water, mountain sunset views and a deep pour of a good Malbec. She hopes to never tire of motorcycle rides and long visits to their Minnesota kin.

 
 
 

Khamsin Bailey, FPQP

Registered Client Associate

Khamsin joined your resilient financial team in 2017. She brings efficiency and unique attention to detail to the team and streamlines all tasks. Some (Molly and Darcy) may refer to this as anal; Khamsin takes it as a compliment! She joined the industry and knew she had found her forever niche. It brings her great joy to incorporate industry statistics to enhance the client experience. She is passionate about enriching others’ lives, which shines through if you have ever met or talked with her.

Joined the Mosness Wealth & Retirement Planning team and became registered in the financial services industry 18 months later.

Pronunciation educator of Khamsin (CAM-sin). She responds to all variations.

Has a background in bookkeeping and marketing. Master of Excel spreadsheets.

Graduated from Montana State University with a Business degree, with a marketing option.

Loves the Helena community where she was raised. Served on the Downtown Helena, Inc. Board of Directors for 6 years.

Married to Justin, who serves our country in the Army. They are raising their two daughters in ‘The Last Best Place’. They can be found deep in the mountains camping, hiking, hunting, or snowmobiling.

When not in the mountains, she can be found reading a book with a nice glass of red or attending her daughters sporting events.

 
 
 

About D.A. Davidson & Co.

Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.

The Wealth Management division of D.A. Davidson offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients’ trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.

We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our 85-year-old, employee-owned company that is as independent as you are.

 
 

Contact us

D.A. Davidson & Co.

40 W. 14th Street

Helena, MT 59601

Phone:(406) 442-9600

 (800) 443-3086

Fax:(406) 457-8402

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