CANDI JONES, PRACTICE MANAGEMENT CONSULTANT
TERRA BLUE WEALTH MANAGEMENT - SAUSALITO
Candi is a practice management and business development consultant for Terra Blue Wealth Management and brings more than 20 years of experience in the financial planning and wealth management arena. Having co-built two client-centric, successful firms in her career, she came to realize that her passion lies in building a holistic, "perfect practice," with service at its core, as well as guiding advisors along the path to realize their visions and goals. So began her journey in consulting for firms like ours.
In addition to her passion for building the perfect practice, Candi has a love for learning, wisdom, and personal growth and spends much time as a student in those areas. She is also passionate about the US Armed Forces and comes from an Air Force family. Her spare time is spent enjoying family, travel, exploration, and most importantly, raising the love of her life, her shepherd/husky mix, Maverick, along with a recent addition to the family, another shepherd/husky mix, puppy Adeline Pearl.