Broker Check
Candice Frank

Candice Frank

Client Services Associate

From Candice: "Financial security is an important reminder to be grateful and live life well every day. I strive to make sure my family is protected and enjoy helping our clients find that same peace of mind in planning for retirement."

Moving from South Africa to America in the early '80's, my family encountered a number of challenges. For my dad, it meant pounding the pavement in search of clients. For my mom, it meant budgeting, making tough decisions for the family, and ensuring that her children were on the right track. For me, an eight year old kid at the time, leaving my cousins behind meant I had to start making new friends.

As an adult, I look back on this time and realize I learned a number of enduring lessons from the experience: the importance of hard work and dedication from my father, an example of strength and perseverance from my mother, and perhaps above all, the value and importance of family and friends.

Taking care of family has been a recurring career theme for me as well. After getting my BBA in Finance from the University of Texas in Austin, I moved to Los Angeles and worked at Wilshire Associates. Subsequently, I joined Johnson & Johnson in sales, and moved back to Houston. After an extended time off to raise my children, Kayla and Colin, I've returned to work, this time in the family business my dad started 30+ years ago, with roots in that pounded pavement. My primary responsibilities include research and support services to our Corporate 401(k) and Defined Benefit clients. Helping participants put in place necessary steps to achieve financial success in retirement and protect their loved ones is a great example of "taking care of family."

My husband and I, along with our kids, keep busy with volleyball, baseball, tae kwon do, tennis, and volunteer work at SEARCH. We also love connecting with friends both here in Houston as well as far away.