Client Service Specialist
Candace joined the Briggs Advisory Group team in 2012 and serves as the firm’s Client Service Specialist. Her primary responsibilities are establishing and tracking client accounts, insuring the integrity of asset transfers and working as the firm’s liaison with its clients, back office, and the numerous financial service companies with which Briggs Advisory Group conducts business. Candace has over 16 years of financial service industry experience. Prior to her time with the firm, she was an office manager and marketing coordinator for a district financial services office in Nevada. She received her Bachelor of Arts degree in Liberal Arts from Wheaton College in 1999.