As a Client Service Associate, Candace is passionate about helping people achieve their financial aspirations. She provides direct support to clients and advisors with a focus on ensuring an exceptional experience for clients.
After graduating from The Ohio State University, Candace served as the Director of Operations for an occupational medical clinic, developing a strong sense of empathy and a commitment to service. The unique circumstances of the post-COVID-19 era led to a fulfilling career change, where Candace discovered a true love for finance and the opportunity to positively impact clients’ lives.
Away from the office, you’ll find Candace enjoying trips to Florida to visit her retired parents, experimenting with new recipes in the kitchen, and making cherished memories with the husband she met in high school, their daughter Layla, and beloved dog, Chase.
