About Michigan

Ernie is a founding partner of Canopy Wealth Management. His goal is to ensure that his clients and all clients of Canopy Wealth Management receive the highest level of quality and effectiveness for their financial planning needs....

Rick is responsible for guiding clients through our wealth planning process, conducting review meetings, and managing client relationships. Rick specializes in investment management, tax planning, distribution options, social security...

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...

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...

Majesta will greet you upon entering our office. She will assist our Wealth Advisors to create, model, and adjust client financial plans, and help prepare presentations for client meetings. Majesta graduated from the University of...