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Candace joined Vintage as the office manager in 1996, back when Vintage was a four-person team. Her current roll is client account specialist, and she became a partner in the firm in 2021. Candace has been an important part of Vintage’s growth, implementing new software, developing organization tools, and keeping up with the ongoing changes in compliance and regulations in the investment industry. Her knowledge and ability to adapt to the continuous changes has allowed for Vintage to continue its growth. Candace trains new staff to work with her, making it easy for clients to get paperwork completed accurately and efficiently. She collaborates directly with clients and is happy to send along funds for retirement income or other portfolio withdrawals.
Prior to joining Vintage, Candace had four years of experience as a paralegal and ten years’ experience working with another investment firm.
Candace lives in Ypsilanti. She has two sons and one grandson, whom she adores. In her free time, she enjoys watching her grandson, promoting her son Eric’s cheesecake business, and walking her dogs, Zsa Zsa and Milo.
