Having joined the team in 2000, Carol helps our office run smoothly by putting our investment and operational plans into action. If you have any questions regarding cash distributions, transfers, rollovers, paperwork, or online access, Carol is your person to call.
Carol earned a bachelor’s degree in English with a minor in business administration from UCLA. She is an active blood donor in the community. Carol currently lives in Bothell with her husband, Bill, her son, Brendan, and their dog, Bruno. She enjoys, reading, gardening, relaxing at the beach and traveling.