The whole concept of investments can be very intimidating and, as a woman, I wanted an advisor who I would be very comfortable with and who I knew for certain would always act in my best interest. Carol has a special way about her. She is very approachable, comfortable to be with, and I trust her completely. She is exceedingly bright and has sterling credentials in the investment field. I knew that she had the deep investment expertise I was looking for but I was also swayed to choose her because of her philosophy.
She has consistently emphasized the dangers of investments with high fees, commissioned products, layers of hidden expenses and pyramid pricing arrangements—and I credit her for navigating me through this maze. She has done an outstanding job for me and greatly improved my investment returns. I have also found that the genuine concern, warmth and bit of humor she brings to our discussions has made the somewhat difficult job of planning for retirement an enjoyable journey.