Our Team

Candice Nagy

Client Service Specialist

What does Candice Nagy 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 in daily client phone calls; if she doesn’t know the answer, she will find it for you!

Did you know?

Candice has two children, both of whom are college students; Louis attends Akron University and Emma attends John Carroll. Candice is also an avid Browns fan! Woof Woof!


  • Graduated Summa Cum Laude from Edinboro University (of PA) in Elementary Education
  • 12 Years Teaching Experience