Kathleen is a very bubbly and approachable person who truly cares for my portfolio. She explains the policies in great detail and will always be there to answer my doubts whenever I ping her. Though I only know her for a short while through an online meeting, I can be rest assured in her financial plans for me. She goes the extra mile by sending out newsletter, which is something that I truly appreciate! I'm glad that I made the decision to walk this journey together with her! (: