PROVIDENT - Key Persons
Job Titles:
- Founder of Provident Wealth Planning
- Private Wealth Advisor
Candace is the founder of Provident Wealth Planning and established her financial planning practice in 1999. She holds a BA from Loyola University and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2003.
Before starting her practice, Candace enjoyed a career in corporate America and as a successful entrepreneur. She is passionate about irrevocably changing the lives of individuals, their families, and those that follow by fostering financial habits that will reap a harvest for generations to come.
Candace has been honored to be named to Forbes 2019 Best-in-State Wealth Advisors 1 and Working Mother magazine's Top Wealth Advisor Mom for 2018 and 2019 2. When she's not helping clients make better financial decisions, she can be found spending time with her husband David, and their two incredible children, Caroline and David, Jr. Candace also serves on the boards of CYT Baton Rouge and Redstick Farmers Market.
Danielle, a Baton Rouge native, is a graduate of Louisiana State University. Prior to joining the Provident Wealth Planning team in 2017, Danielle worked in property management for over a decade. As our client service manager, she enjoys personally getting to know each of our clients. She efficiently employs her organizational skills, attention to detail, and positive outlook on life in scheduling client meetings and financial plan timelines.
Danielle is married to J.R. , and they enjoy life with their sons, Jackson and Luke. Danielle values her family above all. Being a mother is one of her greatest joys. She is active in the local running and tennis communities. Most Saturday mornings you can find her running around the LSU lakes with a smile on her face.
Job Titles:
- Director of Investment Management and Research
Born and raised in Southern California, Justin moved to Louisiana almost 20 years ago. Post-high school graduation, he enlisted in the U.S. Army, where he was a member of the Marksmanship Unit. Justin earned a BA in economics from Louisiana State University. He has over 20 years of experience in financial services.
Justin spends much of his time at Provident Wealth Planning analyzing asset allocation models and vetting possible investment opportunities. Industry registrations and appointments that he holds include:
General Securities Registered Representative (FINRA series 7)
Investment Advisor Representative* (FINRA series 65)
NASAA Uniform Securities Agent* (FINRA series 63)
Life, Health & Variable Insurance Licenses in Louisiana, Texas, and California
Justin is married to Lauren, the love of his life. He appreciates the outdoors and can be found in his flower and vegetable garden from early spring through late fall. Justin enjoys playing golf, hunting, and target shooting. He is also an avid fan of the LSU Tigers and enjoys all things LSU. Geaux Tigers!
Job Titles:
- Director of Wealth Planning Services
Meaghan began her journey in the financial services industry in August 2008. Over the past 15 years, she has worked diligently through schooling and practice to deliver valued service and superior financial education to our clients. In 2011, Meaghan obtained a master's of business administration from Louisiana State University. Her resolute passion for both learning and financial planning incited her to earn the CERTIFIED FINANCIAL PLANNER™ certification in 2016. She continued her education in recent years by becoming a Louisiana notary public, a nonprofit management certificant, and an IRS enrolled agent. Her status as an enrolled agent has been valuable to our clients as we navigate complex tax planning strategies throughout our comprehensive financial planning process.
As a child, Meaghan lived in Hamburg, Germany, exposing her to international travel and forming her love for languages at a young age. Meaghan returned to the U.S. to complete her high school education and her undergraduate studies in Baton Rouge, Louisiana. Taking a one-year teaching opportunity in Toulouse, France, after earning her bachelor's degree, Meaghan continued to embrace her passion for worldly experiences. Once again, her deep-seated roots in the South brought her back to Baton Rouge to start a career in the financial planning field. Meaghan's husband, Hank, and beloved dog, Lana, are her partners in life's adventures. When not serving our clients, you will find Meaghan running with Lana; spending time with family, friends, and godchildren; doing a jigsaw or crossword puzzle; or traveling to unique international destinations.
In our practice, Meaghan has filled many roles. As our director of wealth planning services, she uses her experience from serving as the practice's paraplanner, client service manager, and financial advisor to guide our clients through the development and implementation processes of their individual financial plans.