At Canopy, we believe in serving our community and having a mission focused mindset. Now... let's get to planning.
Our firm is dedicated to empowering decisions for financial clarity and peace of mind.
08/06/2026
🚨 Financial advisor approved shopping weekend
Texas Tax-Free Weekend is here - August 7th-9th!
Buy the kids' clothes, shoes, backpacks, and school supplies now... and let Texas cover the sales tax. 😎
Just remember:
🎒 Backpack = tax-free
👜 Louis Vuitton = nice try 😂
03/28/2026
Do you know a college student that's considering a career as a financial professional? If so, let them know about our upcoming Summer Internship Opportunities!
Our program isn’t about making copies, grabbing lattes, or sitting on the sidelines. It’s about learning the foundational elements of building a financial practice. Now... let's get to planning!
02/19/2026
We're excited to add another amazing professional to our team --who will be supporting us with administrative duties and recruiting new advisors! Welcome Sierra!
12/19/2025
We’re happy to introduce Seth Conklin, the newest member of our team! Seth brings nearly a decade of experience and will be specializing in financial planning, working closely with clients to support their long-term goals. Welcome to the team, Seth!
08/14/2025
🎉 We’re growing again—and couldn’t be more excited! Please join us in giving a big Canopy welcome to Jarrett Walker our newest Financial Associate! 💼🌱
Jarrett brings sharp skills, great vibes and a passion for serving his community. He’s all about empowerment and we’re ALL about having awesome people like him on our team. Let’s go, Jarrett! We’re lucky to have you on board. Now... let's get to planning!🙌
07/31/2025
Happy National Intern Day ☀️ While some chose to work on their tan this summer, our amazing interns chose to work on their careers— and we couldn’t be more proud! 💼✨
Thank you for spending your summer with us, diving into growth projects, contributing fresh ideas and bringing your energy to the team every single day (minus Fridays of course). We're so glad you chose us for your summer journey! 🌟👏
07/18/2025
You asked for it -- we're providing it! Our clients requested an Economic Outlook Seminar and it's open for registrations!!! Don't miss this LIVE Online Seminar! REGISTER HERE! https://financialguide.zoom.us/webinar/register/WN_z9lC5g9NQVWhR4GqVzpP5g #/registration
Happy 4th of July! Firing up the grill, watching fireworks, and feeling grateful for the freedom we share. Here's to celebrating with family, friends, and all the red, white and blue vibes. Have a safe and joyful Independence Day! ❤️💙🤍
07/02/2025
We've heard you! Many of our clients shared that they want to better understand the market and economic factors shaping today's financial landscape.
Due to the overwhelming interest, we're excited to announce that in July, we will be focusing on an Economic Outlook. 🌞📊
Stay tuned—registration details are coming soon! You won’t want to miss this opportunity to get informed!
06/26/2025
Our Summer Seminar Series just kicked off with Retirement Income Planning! It was an incredible session where we learned about the risks and strategies to deploy, in order to protect your retirement income. Be on the lookout for information on our upcoming seminars in July, August and September!!