Candace began working with Dan in 2018 after meeting him while working with mutual insurance clients. With a history in property and casualty insurance, banking, mortgage lending and corporate accounting, Candace is a 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.
Candace has been happily married for 32 years to Lee and they live in Monroe, NC. They have two children and one special grandson. Candace enjoys spending time with family, the outdoors, Charlotte hockey and life as a dog mom.