As director of new business, Candace oversees the new client onboarding process and is here to help you with setting up your new accounts, transfers/rollovers and website access. Candace has seven years of experience in the insurance industry and 15 years of experience in the finance industry.

Candace is often on the phone for Wells Capital, scheduling client meetings, setting up workshops and assisting with Tanner’s calendar. She lives in sunny south Florida with her family, so her schedule begins and ends two hours earlier than our office hours!