Registered Principal

Director of Operations, PWM

Candace grew up in the office and saw firsthand how much her dad enjoyed helping people. When it came time to choosing her own career, it just felt like a natural fit.

Caring and family oriented, Candace is devoted to cultivating long-term relationships with our clients. She wants them to have an exceptional experience and know that they can count on us for any financial matter or event in their lives.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Candace is instrumental in creating financial plans personalized to each client’s unique perspectives and objectives. She knows that preparing for retirement can be intimidating, so she is careful to guide clients through the planning process to help them gain confidence in their ability to retire comfortably.

Before joining our team in 1996, Candace earned a Bachelor Degree in Economics and Business Management and an Associate Degree in Banking and Finance from Northwood University in Midland, Michigan. She holds the Series 24 securities license, enabling her to manage and supervise branch activities.

Originally from Concord, Michigan, Candace resides in Jackson, Michigan, with her husband, Jeffrey, children, Gordon and Josephine, and their Bernese Mountain dog, Nessie!  In her free time, Candace enjoys camping in her airstream and big family adventures, especially to Maine!  In addition to her adventures, Candace enjoys swimming, meditation and cooking (mostly trying to avoid setting off the smoke detectors).