Carol’s investment management and personal financial planning services help clients develop and implement strategies that work toward creating and preserving financial independence. She primarily works with people approaching or in retirement or experiencing other life changing events, such as divorce or the death of a loved one. Carol strives to create an atmosphere of openness and trust with all her clients. She listens, explains complex financial concepts in plain English, and celebrates their success. Carol has more than 12 years of experience in the financial services industry. Prior to joining Preisz Financial in 2004, she worked with American Express Financial Advisors, Inc. The fi