Our Team
Candice Nagy
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 college-aged children, Louis and Emma. Candice is also an avid Browns fan! Woof Woof!
Credentials
- Graduated summa cum laude from Edinboro University (of PA) with a degree in Elementary Education
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12 Years Teaching Experience
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Notary