What does Candice do?
Candice assists our advisors with the post-review process by handling money requests, opening new accounts, transferring in assets, and ensuring that client files are updated and accurate. She also assists with daily client phone calls; if she doesn’t know the answer, she will find it for you!
Did you know?
Candice is a proud mom of two children. She enjoys spending time with family, hiking, and exploring new destinations. She is also an avid Browns fan! Woof, Woof!
- With PFA since 2020
- Graduated summa cum laude from Edinboro University (of PA) with a degree in Elementary Education
12 Years Teaching Experience