Get to know


Carol Joyce

Operations Manager

Carol is your go-to person for any questions, assists with the client onboarding process and is our liaison to outside companies.

Carol has worked in the financial services industry for more than 20 years. Her experience includes serving as the supervisor for Pacific Life’s East Coast team of annuity internal wholesalers as well as working as vice president/principal at Related Capital Corp., a real estate investment firm in New York City.

When she isn’t in the office, Carol is out running with her dog, taking a spin class, planning a party or relaxing with her family.

Ready To Take


What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.

Or give us a call at 916.458.8199