Candice helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.
Candice also provides support for our team’s client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.
Before joining our team in July 2021, Candice has worked in financial services industry for over ten years, most recently as a legal assistant at Evolve Bank & Trust. She earned a bachelor’s degree in Public Administration from the University of Mississippi.
Originally from Chicago, IL, Candice lives in Horn Lake, Mississippi. In her free time, Candice enjoys spending time with family watching movies, reading and baking desserts.