Queen City Wealth
Molly G. Berger
Founder & Wealth Management Advisor|M.A., CSRIC®, CDFA®
Inclusive. Bold. Empowering. Financial Planning on Your Terms.
Meet Molly Berger
Founder, Advocate & Financial Powerhouse
Molly didn’t just step into wealth management—she rewrote the rules.
Her journey to founding Queen City Wealth wasn’t about following the industry status quo. It was about breaking barriers, redefining financial planning, and creating a space where wealth isn’t just built—it’s aligned with purpose.
With a background in feminist activism and a deep understanding of systemic financial inequalities, Molly saw firsthand how traditional financial services failed to support women, BIPOC, and LGBTQ+ individuals. Instead of accepting it, she built a firm that puts values-driven, inclusive financial planning at the forefront.
Her expertise speaks for itself—an M.A., Certified Divorce Financial Analyst® (CDFA®), and Chartered SRI Counselor® (CSRIC®)—but what truly sets Molly apart is her unwavering commitment to advocacy, education, and empowerment. She helps clients navigate major financial transitions, invest with intention, and build wealth that reflects who they are and what they stand for.
As a mother, community leader, and champion for financial equity, Molly isn’t just your advisor—she’s your advocate. She brings fierce dedication, real talk, and expert strategy to every financial plan, ensuring her clients feel seen, supported, and in control of their financial future.
The Team Empowering Your Wealth
We are dedicated to delivering high-quality, personalized financial guidance with a values-driven approach. Whether you need to schedule an appointment, request service, or have questions about your accounts, our team is here to support you every step of the way.
Clients also have 24/7 access to their accounts and financial information online, ensuring transparency and convenience whenever they need it.
We’re more than just financial professionals—we’re a trusted resource, committed to making wealth management seamless, accessible, and aligned with what matters most to you.
Expertise, advocacy, and real talk - we’re here to help!
Christina Bastian
Expertise You Can Trust
At Queen City Wealth, our all-woman team brings a depth of experience and specialized knowledge to every financial plan. From business succession and retirement strategies to multigenerational wealth transfer and tax-efficient planning, we design tailored solutions aimed to help grow, protect, and align your wealth with your values.
With a commitment to personalized, strategic guidance, we help clients navigate complex financial decisions with greater confidence—whether they’re building a legacy, planning for the future, or making an impact through charitable giving.
No matter where you are in your financial journey, we aim to provide expertise, clarity, and a plan that works for you.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Collaborating with Experts, Designed for You
We believe that the best financial strategies come from collaboration and expertise. That’s why we partner with a network of highly skilled female advisors, each bringing years of specialized experience in financial planning, investment management, tax strategies, and more. Together, we provide a comprehensive, well-rounded approach to ensure every aspect of your financial future is thoughtfully planned and expertly executed.
Emily Simones
CFP®
Wealth Management Advisor and Co-Founder
Emily Simones and her team are passionate about bringing clarity in the ever complex world of financial planning. They work shoulder to shoulder with their clients to help them realize what's possible with good planning and a confident mindset around money. The team helps create and implement a holistic financial plan that will be updated and maintained throughout a lifelong relationship.
Sarah Ann Tinkler
CLU®, ChFC®, RICP®, CFP®, CAP®
Wealth Management Advisor
Sarah Tinkler is a financial planning entrepreneur associated with Northwestern Mutual since July 2006. She is also a Forrest-inspired yoga instructor, certified personal trainer, & life coach. Sarah blends these passions together with a refreshingly soul-nourishing approach to visioning, analysis, planning, and guiding her clients' assets so they can live abundantly and authentically.
Tricia Fleckenstein
CFP®
Wealth Management Advisor and Co-Founder
Tricia and her team work together to create a holistic financial plan for their clients that is appropriate to their life stage. From your first job, to a growing family and through retirement, Tricia and her team will help you achieve your goals.
Lauren Deeley
SE-AWMA®
Private Wealth Advisor
Lauren Deeley (she/her) is a Financial Advisor who believes in the power of wealth to change our world. She works with driven, passionate people going after BIG goals & building BIG lives. Her practice primarily serves women, LGBTQIA+, & BIPOC communities; extreme athletes & business owners using their businesses to support our planet & its people.
Derek Ansah
CFP®
Financial Advisor
As a Certified Financial Planning Professional, I pride myself in providing individualist attention to detail and care to each person's unique planning needs. I strive to help my clients create a plan to align their finances and their goals. I enjoy working with clients across multiple life stages, from young emerging affluent to clients in retirement.