Candace Gregory

Candace Gregory is a Client Service & Operations Specalist at Holistic Wealth Advisors, and joined the HWA team in April 2025. She plays a key role in delivering exceptional client experiences and providing essential support to the office’s operations. 

 Candace began her finance career at Goldman Sachs Ayco as a Financial Coach in 2021, before transitioning to an operational role within the Asset and Wealth Management division. Prior to her career in finance, she worked in communications and holds both a Bachelor’s and a Master’s degree in the field.

 A native of the Capital Region, Candace enjoys reading, hiking, and exploring coastal towns in her free time, accompanied by her spouse, two dogs, and her camera.