Meet Candace Sanders, she began working with Dan in 2018 after knowing him for many years beforehand. With a history in property and casualty insurance, banking, mortgage lending, and corporate accounting, Candace is natural in engaging current and prospective clients concerning finance and insurance servicing needs. A skilled multitasker, Candace quickly earns the trust of clients while providing efficient, concierge service.
As a team member, she assists clients with the investment application process along with change requests. Through this work, the relationship she has formed with our finance team is concise and direct, which results in a positive impact for our investors.