Financial Assistant, Notary
Candice Bowman has worked in the finance world for 20 years. She has worked as a liaison between client and creditor with Consumer Credit Counseling Service for 10 years. Then for the last 10 years she has run a successful home loan document signing service. She has been a part of the Leivas family for the last 10 months, assisting our financial advisors and hosting monthly complementary financial workshops.
Candice is responsible for initiating and processing the paperwork for financial cases and works directly with our Broker Dealer HD Vest and the various fund and insurance companies Leivas does business with. She keeps the advisors and clients up to date on transactions, can help answer questions and schedules appointments. When you are in need of financial advice, contact Candice and she will let you know what documents you need to facilitate a successful appointment with one of our advisors.