About
Candace
Candace’s primary responsibilities are establishing and tracking client accounts; ensuring the integrity of asset transfers; and working as a liaison with clients, back-office teams, and the financial service partners with which Focus Partners Wealth conducts business.
Candace has over 16 years of financial service industry experience. Prior to joining the firm, she served as client service specialist at Briggs Advisory Group and as an office manager and marketing coordinator for a district financial services office in Nevada.
Education and Professional Milestones
-Wheaton College - Bachelor of Arts in liberal arts
Candace’s primary responsibilities are establishing and tracking client accounts; ensuring the integrity of asset transfers; and working as a liaison with clients, back-office teams, and the financial service partners with which Focus Partners Wealth conducts business.
Candace has over 16 years of financial service industry experience. Prior to joining the firm, she served as client service specialist at Briggs Advisory Group and as an office manager and marketing coordinator for a district financial services office in Nevada.
Education and Professional Milestones
-Wheaton College - Bachelor of Arts in liberal arts