Candace Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2015 as a Financial Planning Associate. Prior to joining the firm, she held various roles within the healthcare industry, from Director of Services to Physician Development. Dedicated and goal orientated, she is driven to evaluate and apply appropriate strategic solutions for our clients and their portfolios. With a strong background in healthcare management, Candace has an aptitude to serve residents, fellows and practicing physicians. You can meet Candace here.
A graduate of Texas Tech University with a Bachelor of Business Administration, majoring in Management, Ms. Scholz went on to obtain a Master of Healthcare Administration at Washington University in St. Louis. Candace then received her Master of Science, Personal Financial Planning, at Texas Tech University.
With her extensive education, Candace assists the advisors and clients with comprehensive planning, client portfolio management strategies and day-to-day relationship management. Additionally she is involved with client process development and marketing initiatives. Candace is currently a member of the Fort Worth Chamber of Commerce, Fort Worth South, Inc., Financial Planning Association of Dallas/Fort Worth and FPA NexGen.
She and her two children reside in the local area and, when not at work, can be found cheering her children on at sporting events, reading or at the beach building sandcastles and snorkeling.