I had the distinct privilege of being a client when Caroline was the Branch Office Administrator, prior to her excelling and becoming a Financial Advisor with her own office (to which I happily followed). Most people would probably not consider being a client of a Financial Advisor a privilege. Those people have probably never met Caroline Bauer. Caroline has an impressive ability to present the often complicated and messy financial process and the steps involved in a straightforward and simple manner. When Caroline deals with clients, it is obvious that she truly cares about them and their best interests. She’s impressively professional while also maintaining an approachability that many in the financial planning community lack. Caroline’s passion for her work and dedication to her Clients is unsurpassed and she has some of the best interpersonal skills that I’ve ever encountered in the financial world. If you are looking for a down to earth, people person with the skills and know-how to take over your financial planning, I strongly recommend Caroline and her wonderful team.