Candice Monroe

Professional Details:
Candice’s style has been described as altruistic.  For over 20 years, she has been helping clients achieve their goals through compassion, and a genuine interest in their well-being. She understands that a financial plan is more than just assets; it is emotional, it’s all encompassing of what we value most, whether that is family, or philanthropy. Candice has always been intrigued in finance and takes a lot of pride in knowing that she has helped her clients achieve their goals with financial confidence.  

Qualifications:
Candice graduated cum laude with a Bachelor’s in Finance from Sullivan University in her hometown of Louisville, KY.  Professionally, she holds the following licenses and designations:

• FINRA Series 7, 63, & 66 Registrations
• Life, Health, and Long-Term Care Insurance Licenses
• Candidate for CFP® Professional Designation (actively pursuing)

Personal:
Candice enjoys spending time with her family, as well as reading, cycling, traveling, and practicing yoga. An avid animal lover, Candice has been active with the Naperville Area Humane Society for a number of years, most recently serving as Secretary of the Board.  Candice lives in the Western Suburbs with her husband Troy, daughter Natalie, son Nathan, and their two lovable dogs.