Retirement Plan Specialist
As a Retirement Plan Specialist, Candice works directly with employers and employees to deliver efficient and compliant employer-sponsored retirement plans. She has experience with startup plans, transferring plans, and audits.
“I am passionate about helping people build their financial future. Often times, we are the main source of financial education and support and we take that role seriously. I also enjoy helping employers focus on what matters most to them. We do the heavy lifting and tedious research for our plan sponsors so they don’t have to.”
Prior to joining CarsonAllaria Wealth Management, Candice spent two years with American Funds’ Retirement Plans Division, working with various third-party administrators (TPAs), advisors, and recordkeepers in administrating and managing retirement plans.
Candice was born in St. Louis, MO, raised on her family farm in Kimmell, IN, and now resides back in St. Louis, MO. She earned her Bachelor’s Degree from Anderson University in Anderson, IN. She also has experience in the graphic design and hospitality industries. This diverse background allows her to craft creative solutions for clients with the highest quality of service.
Candice enjoys indoor and outdoor gardening, dog parks with her Doberman, good Pho and baba ganoush, and trail rides.