About Canopy

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

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...

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

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...

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...

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.

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...

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,...

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.

Johnny is one of the few Arizonians to say he was born and raised here. Starting out as an intern on Chad’s team, Johnny quickly learned the ropes and earned a full-time position upon graduating from Arizona State University with a Bache...

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...

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...

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

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...

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...

Melodie handles investment processing for clients, office management, and business relationships, team workflow, marketing, and event planning.  She is your one-stop shop for all client services. Melodie joined the Canopy...

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...

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...

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...