At Canopy Wealth Management, we take the time to truly get to know and understand the dynamics of your values, goals, and plans for your family, across lifetimes and generations, no matter how complex they may be; because no family fits a generic mold, neither should your financial plan.
Planning for your financial security includes more than just studying charts and graphs. The path you take and who you trust to keep you on that path—through the events you expect to plan for and the events no one can plan for—makes all the difference. We strive to give our clients peace of mind knowing we’re working behind the scenes to ensure the best possible outcome for their future.
Our Team
Ernest Moosherr, MBA ChFC®
Founder & Wealth Advisor
Eric Raether, CFP®
Founder & Wealth Advisor
Chad Wing, CFP® MSFS ChFC®
Founder & Wealth Advisor
David Muehl, CFP®
Partner & Wealth Advisor
Dustin Brutton, CFP® ChFC®
Partner & Wealth Advisor
Joseph Mayone
Partner & Wealth Advisor
Brian Kopp
Wealth Advisor
Kelly Meyer, CRPC®
Wealth Advisor
Mark Buchanan, CFP®
Associate Wealth Advisor
Reyn Eichenlaub, MBA
Wealth Advisor
Drew L. Kootman, CFA® CMT®
Chief Investment & Research Officer, Arizona
Scott Conwell
Chief Operating Officer / Chief Compliance Officer
Melodie Ace, ChFC ® CASL ®
Director of Operations
Kevin J. Mazur
Director of Operations
Johnathon Campion
Investment Operations & Client Services
Christine Petras
Director of Client Services
Andrew Belfield
Director of Client Services
Mallory Mifsud
Financial Planning Associate
Reece Moosherr
Financial Planning Associate