Candice has 18 years of experience in the investment industry. She began her career in the industry at Northwestern Mutual as a financial representative intern where she recognized her passion for working with clients to accomplish their financial goals. She joined Birmingham Investment Group in 2019, leaving a local wealth management firm where she had served as Director of Research and was a member of the Investment Committee.

Candice earned her undergraduate and MBA degrees from The University of Alabama, graduating in 2007. She holds the Certified Investment Management Analyst^® designation** (CIMA^®), which is a financial certification that integrates practical knowledge with investment theory, with a focus on advanced portfolio construction, accounting, and risk management. The CIMA^® designation will provide our clients an enhanced level of portfolio and business analysis. As a partner in our practice, her background in custom portfolio construction and conducting due diligence on mutual funds, discretionary models and third-party managers complements the well-rounded team at Birmingham Investment Group.

Candice spends her time away from the office with her husband and four children and enjoys watching them participate in mountain biking, marching band, baseball, football, and dance. She is a volunteer youth cheerleading coach and active member of The Church at Brook Hills.