Denise Molina

Client Service Associate

Denise Molina is a Client Service Associate, helping to manage the firm’s client account setup and maintenance, overseeing transactions and activity, and supporting portfolio and investment strategies. Her role includes handling client, custodian, and firm paperwork, facilitating asset transfers, preparing reports, and ensuring the smooth execution of client and firm tasks.

Before joining Versant, Denise worked at Charles Schwab in Client Services, where she provided advisors assistance on new account setup, transaction status, money movement, account transfers, and other maintenance processes.

Denise earned a Bachelor of Science in Accounting from Grand Canyon University and an Associates degree in Business at South Mountain Community College.  She enjoys staying active by working out and playing volleyball with her children. Passionate about giving back, she dedicates her time to volunteering at her church, Midwest Food Bank, and Feed My Starving Children.