Leveraging my experience as a teacher, I empower clients’ employees to take charge of their well-being. I’m passionate about guiding individuals to the right tools and resources, so they can make informed choices, save money, and ultimately, live healthier lives.

Molly is a Kansas native and graduated from Texas Christian University with a BBA in Accounting and the University of Missouri at Kansas City with an MS in Accounting. Prior to Candid, Molly spent more than a decade in public accounting at a large international firm where she provided assurance and consulting services to clients […]

We are your Pharmacy Co-Fiduciary Partner. The fiduciary role is a powerful one, built on trust and security. Formalizing this role for your Prescription Drug Benefit Plan is the wise, prudent, and necessary decision for every company seeking to do right by their employees.

As a Best-Selling Co-Author and CEO of The Circle of Wealth Companies, I have over 20 years of experience in helping business owners and executives grow their financial, intellectual, and human capital. I am passionate about empowering my clients with strategies and solutions that align their business, personal, and financial goals, and that enhance the […]

David has worked extensively in the telecommunications industry as well as the marketing and advertising field but transitioned into insurance in 2016. He is a licensed life and health insurance agent focusing on both individual and group clients with a passion for helping businesses find financial balance and security in an ever-changing economic environment.