Broker Check

Andrew Belfield

Director of Client Services

Andrew is your first point of contact when calling or stopping by our office.

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Brian Kopp

Wealth Advisor

Brian grew up in Hazel Green, WI and attended the University of Wisconsin – La Crosse having earned a double major in Finance and Marketing with a minor in Accounting. After graduation, Brian started his wealth management career...

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Chad Wing, CFP® MSFS ChFC® 

Founder & Wealth Advisor

Chad has been active in the financial service industry since 1995. After graduating college, his first stop was traditional banking and money management; and while this work was helpful, it lacked an opportunity to make the impact he wanted

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Christine Petras

Director of Client Services

You can call Christine for any client services needs. She handles investment processing for clients. Christine manages the Michigan office and ensures the accurate, smooth and timely processing of all business operations. Christine...

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David Muehl, CFP®

Partner & Wealth Advisor

Dave designs financial plans, manages investment portfolios for clients, and conducts investment research as part of our investment committee. Dave enjoys working with clients to define goals, to develop & implement a plan to reach...

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Denise Kyser

Operations Manager

Born and raised in Michigan, Denise earned an Associates in Business Administration from Baker College as well as her CMCA designation. With an extensive background in accounting, human resources, and property management, Denise joined...
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Drew L. Kootman, CFA® CMT®

Chief Investment & Research Officer, Arizona

As Chief Investment & Research Officer for Canopy’s Arizona-based team, Drew leads AZ's equity research, due diligence, risk assessment, asset allocation, portfolio construction, securities selection, financial modeling, and trading.

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Dustin Brutton, CFP® ChFC®

Partner & Wealth Advisor

Dustin enjoys many parts of his work but he’s a fanatic about helping clients chase their dreams. From exploring big life goals, to creating personalized financial plans, to celebrating his clients' success -- it's truly a passion...

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Eric Raether, CFP®

Founder & Wealth Advisor

Eric Raether is a lifetime resident of Wisconsin and has lived in Madison since attending the University of Wisconsin. After graduating in 1992 with a BBA in Marketing, he started a career in the financial industry. A few years later,...

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Ernest Moosherr, MBA ChFC®

Founder & Wealth Advisor

Ernie is a veteran in the financial planning world, developing a multi-generational team of professional advisors and serving a diverse client base for over 30 years.

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Johnathon Campion

Investment Operations & Client Services

Johnny plays an essential role in the team’s investment and financial planning process while wearing many hats behind the scenes. He assists in the initial plan construction, research, asset allocation, and trading to align with...

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Joseph Mayone

Wealth Advisor

As a Wealth Advisor, Joe is responsible for taking clients through a detailed planning process. Joe conducts client reviews, develops customized financial plans, and manages all aspects of the client relationship. Joe looks to create...

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Kelly Meyer, CRPC®

Wealth Advisor

Kelly began her wealth management career in 2014 and joined Canopy Wealth in 2022. She has earned the CRPC®, Chartered Retirement Planning CounselorSM designation and focuses on serving the complex needs of individuals, families...

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Kevin J. Mazur

Director of Operations

Kevin is the Arizona team’s Director of Operations with over 20 years of experience in analytics, logistics, finance, and change management strategy. He shares our strong passion for providing an exceptional client experience

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Mallory Mifsud

Financial Planning Associate

Mallory is the first face you’ll see when stopping by our Michigan office. She plays an essential role in the team's financial planning process by working behind the scenes and coordinating administration efforts.After finishing...

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Mark Buchanan, CFP®

Associate Wealth Advisor

Mark joined the team in 2017 with a background in supervision and compliance, and is now a leader in investment operations and planning. Beyond his role of overseeing client accounts, Mark contributes to the strategy, implementation...

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Reece Moosherr

Financial Planning Associate

Reece plays an essential role in the teams financial planning process while working behind the scenes and coordinating administration efforts. She is currently a student at the University of Colorado Boulder in the Leeds School of...

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Reyn Eichenlaub, MBA

Wealth Advisor

Reyn grew up in Bloomfield Hills, Michigan and attended Indiana University where he was admitted to the Kelley School of Business. At Indiana, Reyn earned a Bachelor of Science in Finance and graduated in the Spring of 2020. From there...

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Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Scott is responsible for the general management of the company. He also oversees Canopy’s compliance program with respect to its status as a Registered Investment Advisor, and the firm’s policies, procedures and code of...

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Tara Johnson

Director of Operations

Tara handles investment processing for clients, office management & business relationships, team workflow, marketing & event planning. She is your one stop shop for all client services. Tara received her bachelor’s degree in...

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