Broker Check

About Wisconsin

Eric Raether, CFP®

Founder & Wealth Advisor

eric@canopy-wealth.com

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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David Muehl, CFP®

Partner & Wealth Advisor

dave@canopy-wealth.com

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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Tara Johnson

Director of Operations

tara@canopy-wealth.com

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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CJ Lamberty

Administrative Assistant

cj@canopy-wealth.com

As the newest member of our team, CJ joined us in May 2019. As our Administrative Assistant, she will be your first point of contact when calling in or stopping by our office. CJ can assist you with all your client service needs. After...

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Get to Know Your Team

Eric Raether, CFP®, Founder and Advisor

Eric Raether, CFP®, Founder and Advisor

A lifetime resident of Wisconsin, Eric first came to Madison to attend the University of Wisconsin and has been here ever since.  Eric, his wife Teri, and sons Devin and Calvin reside in West Middleton.  Devin is active in Boy Scouts and karate, having achieved his black belt at Infinity Martial Arts in Middleton.  Calvin enjoys baseball and playing piano.  Both boys enjoy tennis and golf, and of course Minecraft.  Eric is an avid golfer and racquetball player.  Eric and Teri enjoy live music, shows at the Overture Center, Concerts on the Square, travel, and getting together with friends.  As a family, you might find them on the golf course or attending a Badger football or basketball game.

David Muehl, CFP®, Partner and Advisor

David Muehl, CFP®, Partner and Advisor

Dave is a lifetime resident of Madison and the surrounding area, except for two short years in Denver. He and his family now live in Middleton. They enjoy concerts and some travel - mostly to beaches or downhill skiing. Dave spends as much time as possible outside the office mountain biking, skiing, or on soccer and hockey (watching, playing, or coaching his son's teams).  

Tara Johnson, Director of Operations

Tara Johnson, Director of Operations

Tara, her husband Jeff & their kids live in McFarland where they enjoy family time, board games & camping. Tara is an active member of the McFarland Music Boosters and enjoys helping in all areas musically within the McFarland School District. Whenever possible, Tara and her family enjoy taking in music & theater events within the greater Madison area and are avid Badger fans.  When she isn't playing volleyball, at a hockey/volleyball/softball game or theater/ dance recital/music concert  with her kids, Tara enjoys photography and getting together with family and friends.

CJ Lamberty, Administrative Assistant

CJ Lamberty, Administrative Assistant

When not in the office, CJ can rarely be spotted inside! You can find CJ enjoying a beer at the Union or exploring all the beautiful state parks Wisconsin has to offer. As an avid volleyball player, CJ has made a home in the volleyball community, playing year round. When not exploring Wisconsin or playing volleyball, CJ loves attending local art shows or traveling to warm, sunny places!

Canopy Sponsorships

Gilda's Club

Gilda's Club

Gilda’s Club Madison is dedicated to ensuring that all people impacted by cancer are empowered by knowledge, strengthened by action, and sustained by community.

So that no one faces cancer alone.

Donate Today!
JDRF

JDRF

Improving lives today and tomorrow by accelerating life-changing breakthroughs to cure, prevent and treat T1D and its complications

Donate Today!
Forward Madison FC

Forward Madison FC

Forward Madison FC is a club that was built for, by and of the people of Wisconsin’s capital city. It was launched as Madison’s first professional soccer team by Big Top Soccer on May 17, 2018.

Learn more!
Madison Capitols

Madison Capitols

The Capitols mission is to develop players on and off the ice, and help them earn college scholarships where they can continue to improve their hockey skills while gaining a great education.

Learn more!

Annual Events

Gilda's Red Door Golf

Gilda's Red Door Golf

Join us for the 14th annual Red Doors Golf Outing, the "Best Tasting Round of Golf" in Madison

Nakoma Golf Club - September 14, 2020 - now with Tee Times!

In these days of social distancing and avoiding large groups of people, golfing is considered one of the lowest-risk outdoor activities. Can we count on your support this year? Your participation in Red Doors Golf helps ensure that families in our community will receive emotional support when cancer strikes, so that no one faces cancer alone.

We invite you to spend the day with us, at Nakoma Golf Club!

Enjoy delicious and carefully served food throughout your entire round, all with the assurance that Nakoma and Gilda's Club have taken all possible precautions with your safety in mind. Low touch registration, an online silent auction and a virtual program with live auction, golf awards and door prize on September 14 will round out your experience. Participate in a hole-in-one competition with a chance to win a $10,000 jewelry experience from William Thomas Jewelers! Note: the silent auction will close Thursday, September 17 at 6pm.

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MOMs Food Drive

MOMs Food Drive

MOM brings our community together to create food and housing security through action and advocacy, for neighbors in West Madison, Middleton and Cross Plains. MOM hosts one of the largest food pantries in Dane County.  Nearly half of those served through MOM are children.

Donate Today!
JDRF 2021 Wisconsin Gala

JDRF 2021 Wisconsin Gala

JDRF - Wisconsin Chapter

Save the date! On April 17, 2021 we’re coming together for a one-of-a-kind statewide gala, Stronger Together: An Evening of Hope brought to you in the comfort of your own home.

Celebrating our mission of finding a cure to type one diabetes.

To start the celebrations, we’re thrilled to announce that we’ll have Wisconsin native comedian, Charlie Berens, as our featured entertainer! Host and creator of the Manitowoc Minute, Charlie has been featured on Fox, CBS, Funny or Die, TBS Digital, Variety, MTV News, and more.

Learn More!

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.