Carolyn Christoferson
Financial Planner
How do you play the role of a mainspring in our clients’ lives?

With 30 years of industry experience, I have been through all sorts of market conditions. With this knowledge I am confident in my ability to help clients weather the short-term storms of investing. I believe in educating the client not only about the investments they are in, but also how the sociopolitical environment influences them and how best to turn the sails in the prevailing market winds.

What drives you?

Providing our clients with the knowledge and resources and helping them to feel confident about saving for a future they want is what drives me. After working with clients for many years it is always rewarding when they can walk away from a meeting feeling confident about the possibilities of a successful retirement.

How do you spend time outside of work?

The arts have always been a big passion of mine. Outside of work I enjoy drawing, painting and going to museums. Whenever I get the chance, I like to get out of the city and travel to new places and destinations I have yet to explore. This wanderlust has taken me all over the world: Thailand, Japan, Australia, most of Europe and to many U.S. cities. While it’s nice to get away it is always wonderful to come home to my dog, Bentley and my cat, Bugs.