Greg and Teri Kroul

We first met Sandy and her company at a Social Security workshop. We were impressed with her presentation. We set a meeting for her to look at our 401K interests since we were not all happy where we were and to see just what she could offer. We could not be more pleased with her and her recommendations. She is a delight to talk to and work with. If we had questions throughout the process, she would answer in plain talk that was easy to understand. She was even able to help my sister who lives in the United Kingdom with her affairs. We would highly recommend her to anyone who is interested in their investments.