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 college-aged children, Louis and Emma. Candice is also an avid Browns fan! Woof Woof!


  • Graduated summa cum laude from Edinboro University (of PA) with a degree in Elementary Education
  • 12 Years Teaching Experience

  • Notary