At Canopy Capital Strategies, we make a client promise to each and every person that we work with.

Our promise is that after every conversation and within every interaction, you will always feel heard, seen and respected.This promise reminds me of a favorite quote by Maya Angelou, “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Wealth and money can be a complicated topic, drawing up all sorts of emotions. This is why our promise to you is so important. It serves as our North star to ensure that we are making decisions aligned to your values. When you feel heard, seen and respected, our progress is expanded and trust increases.

I am so grateful for the opportunity to be a part of your financial story and feel honored to serve as your guide.

Now... let’s get to planning