OUR VISION

Dynasty Family Office will help bring focus, clarity and, most importantly, appropriate resources and process to help you achieve what is important to YOU.

We understand that time is money, and through our value proposition, we will work with you to reach your goals and make your dreams reality.

Molly GRUBB

Molly Grubb is the Founder of Dynasty Family Office, the premier personal CFO firm for helping business owners achieve greater success.

Molly loves connecting on stage with audiences, and off stage serving clients. She enjoys grooving on the dance floor, running her heart out or riding her bike on any trail close to her, and traveling the world. She is a die-hard Buckeye fan and is always up for spending time with her large family. She lives what she teaches, “work hard but play harder.”

Molly has served organizations from a wide variety of industries and size, helping CEOs define their purpose and create a system that will multiply their success.

And here’s why: Molly gets it. After watching her family’s success evaporate due to no plan or system, she built a system that is easily customizable to any CEO to help them define their purpose, simplify their life, gain more control over their business and multiply their success.

She too is an entrepreneur and practices what she preaches. She understands the pain, sweat and tears
that goes into building a
great business.

Author

BUILD YOUR DYNASTY

Did you know?

  • Most owners OVERESTIMATE how much their business is worth and UNDERESTIMATE how long it will take to sell it—if they find a buyer at all.
  • Too many owners treat their exit as a one-time transaction, rather than a strategic process.
  • ‘The transition of business wealth is not about executing a simple transaction: it’s a gradual process that impaction the owner very personally.’

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DYNASTY JOURNAL

Your Gateway to Unleash the Power Within!

  • Are you ready to embark on a transformative journey towards the life of your dreams?
  • The Dynasty Journal is not just a journal; it’s your personal key to unlocking a world of opportunities and achieving the happiness and success you’ve always envisioned.
  • The Dynasty Journal is not just a journal; it’s a life-changing tool that will empower you to seize your destiny and turn your dreams into reality.

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Our Team

DYNASTY TEAM

Jonathan Messimer

Chief Investment Officer

Serena Concepcion

Paraplanner

Robert Mora

Chief Marketing Officer

BACK OFFICE

Christopher Joswick

VP of Operations

Seth Wright

Life Consultant

Marc S. Rogers

Consultant

Jerry Monyok

VP of Annuity Distribution

Jake Jacobsen

Compliance for DFO

Mandy MacDonald

Life Case Manager

Kelsey Kantro

Contracting

PREFERRED PARTNERS

Greg Smith, ESQ

1031 Exchange, IPX

Judd Depew CEO

Pension Design Group

Bryan Wade CEO

Universal Pay