Client Services Associate
Candice Chavez joined Planned Solutions in 2016. She brings over seven years of experience playing an integral role in managing the relationships between the advisors and clients. Candice is your main point for client service and is responsible for coordinating the schedules for the team, preparing account forms and handling client correspondence. She is also responsible for coordinating Planned Solutions’ marketing events and activities. In her spare time she enjoys instructing fitness classes at the local gym and spending time with her husband and four children.