Candy joined Legacy in 2020 as a Vice President in North Central Wisconsin. She attended Auburn University in Alabama where she earned a bachelor’s degree in business and economics. Candy also holds the designations of both Certified Trust and Fiduciary Advisor (CTFA) and Certified Wealth Strategist (CWS®) and has 13 years of experience in trust and wealth management. Prior to joining our team, Candy served as a Senior Vice President and Private Bank Team Leader at Associated Bank as well as a Director and Private Wealth Advisor for BMO Wealth Management.
Outside of work, Candy is very involved in the community and donates her time to many worthy organizations. She has served on committees or boards for groups such as Women United, United Way of Marathon County, Impact100 Greater Wausau Area, and Central WI Impact Travel Baseball, just to name a few! Additionally, Candy is the Incoming Board President for Boys and Girls Club Greater Wausau Area, and will begin this role in 2021.
Candy is excited to lead the expansion of Legacy into North Central Wisconsin, and will build relationships in both the Fox Cities and Wausau areas. She specializes in working with families, business owners, and other organizations for their financial planning and investment needs. Her primary duties include multi-generational trust planning, investment strategy, and financial and estate planning for her client relationships. Candy’s specific focus is managing wealth strategies for families and individuals in the process of selling a business, but she has extensive experience in many different areas such as foundation management, retirement planning, and succession planning.
Candy and her husband Tim have one son, Carson, and a dog named Rollie. Their lives currently revolve around their active 11-year-old and his many youth sports, including baseball, basketball, football, and downhill skiing. When they are not at baseball fields in the summer or at the ski hill for races most of the winter, they do enjoy skiing as an entire family, and going on family vacations and other adventures.