As director of client services, Candis is the lifeblood of Precept Wealth Management. Candis is responsible for managing the schedules of each of our advisors and is often the first point of contact for our clients. Proudly starting her career as a General Manager in the fast-food industry Candis seamlessly transitioned into the banking world. Now with over 15 years of financial experience across Chase Bank and BBVA Investments, Candis leverages her extensive knowledge and personal experience to ensure that Precept Wealth Management is able to best serve our clients.

Candis received her BBA in Finance from the University of Houston – Downtown and is a Certified Retirement Counselor (CRC®). She has two teenagers and is active with her son’s golf team and their church as a Sunday School teacher. Candis enjoys cycling, Zumba, and travelling around the world.