Mosness, wealth & retirement planning.
Services of D.A. Davidson & Co.
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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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 usWho 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, Supervisory
Branch Ops Mgr
Molly,
CWS®
Senior Vice President,
Financial Advisor
Darcy
Associate Financial
Advisor
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
Associate Financial Advisor
Darcy’s role as Associate Financial Advisor is to engage strong life coach skills, to genuinely join you in creating your best financial life. Through a commitment to listen to your financial objectives, she’ll educate and assist in finding an advisory asset management strategy that fits your goals. She believes your money should work as hard for you as you’ve worked to earn it. She provides compassionate 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 over 12 years industry experience, all with D.A. Davidson; joining Mosness Wealth and Retirement planning, January 2011.
For 10 years prior to joining your financial team, she worked in the property and casualty insurance industry, most recently with Payne West Insurance.
She was the American Diabetes Association’s Western Montana District Manager. Nonprofit work and research are dear to her heart. She is proud to serve and support many nonprofit organizations in our community and nationally.
She is a member of the international philanthropic organization, P.E.O. holding various positions in her years of membership.
She currently serves as president of the Drug Resistance Advisory board.
Darcy is a lover of the arts, an avid reader and craves a kayak in river waters, mountain sunset views and frequent visits to her Minnesota kin.
Having admirably parented four excellent children, she is now covered in grandchildren, all boys! The best reward ever.
Khamsin Bailey, FPQP®
Registered Client Associate, Supervisory Branch Ops Mgr
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 87-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