Broker Check

ABOUT CANOPY WEALTH MANAGEMENT

Client Centered


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

Ernest Moosherr, MBA ChFC®

Founder & Wealth Advisor

Eric Raether

Eric Raether, CFP®

Founder & Wealth Advisor

Chad Wing

Chad Wing, CFP® MSFS ChFC® 

Founder & Wealth Advisor

David Muehl

David Muehl, CFP®

Partner & Wealth Advisor

Dustin  Brutton

Dustin Brutton, CFP® ChFC®

Partner & Wealth Advisor

Joseph Mayone

Joseph Mayone

Wealth Advisor

Brian Kopp

Brian Kopp

Wealth Advisor

Mark Buchanan

Mark Buchanan, CFP®

Associate Wealth Advisor

Drew Kootman

Drew L. Kootman, CFA® CMT®

Chief Investment & Research Officer, Arizona

Scott Conwell

Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Denise Kyser

Denise Kyser

Operations Manager

Tara Johnson

Tara Johnson

Director of Operations

Kevin J. Mazur

Kevin J. Mazur

Director of Operations

Johnathon Campion

Johnathon Campion

Investment Operations & Client Services

Christine Petras

Christine Petras

Director of Client Services

Andrew Belfield

Andrew Belfield

Director of Client Services

Mallory Mifsud

Mallory Mifsud

Financial Planning Associate

Reece Moosherr

Reece Moosherr

Financial Planning Associate

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