Candace Castle is often one of the first friendly faces clients see when they visit Wealth Management CPAs. She creates a warm, welcoming environment, coordinates client appointments, and assists with the day-to-day operations that keep the office running smoothly. She ensures every client feels valued and cared for.
Candace earned her master’s degree in Exercise Physiology and began her career in cardiac rehabilitation. After taking time away to raise her four children, she returned to the workforce as a health coach before transitioning into financial services. Her diverse background reflects a longstanding passion for helping and supporting others.
Outside of the office, Candace enjoys playing pickleball, mountain biking, skiing, working out, reading, and spending quality time with her family.