Canopy Wealth Management

Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.

Brian Kopp is a financial advisor with Canopy Wealth Management in Middleton, WI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Canopy Wealth Management since 2022 and previously held roles with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2009. Outside of his advisory work, he is a partner in a family real estate rental LLC with his brother. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized portfolio management and comprehensive financial planning, emphasizing asset allocation and quantitative tools across a range of investment vehicles.

David Muehl is a financial advisor with Canopy Wealth Management in Middleton, WI, holding a Series 66 designation and 24 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Muehl serves as a board member of the MCPASD Education Foundation, a charitable organization supporting students and teachers in the Middleton Cross Plains Area School District. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services.

Trent Hinton is a financial advisor at Canopy Wealth Management in Middleton, WI, holding a Series 65 designation. He has one year of experience in the financial industry, previously working at Kax Media and Terpco, Inc. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements and portfolio management using asset allocation and quantitative tools, offering comprehensive financial planning and ERISA 3(21) retirement plan advisory services.

Ernest Moosherr is a financial advisor at Canopy Wealth Management with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Canopy in 2018, he worked at Northwestern Mutual in various capacities from 1988 to 2018. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes asset allocation and quantitative tools in portfolio management, offering comprehensive financial planning and retirement plan advisory services.

Ernest Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked in various roles across several companies including Samsara, Tebra/Kareo, and Better.com. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management, comprehensive financial planning, and retirement plan advisory services.

Mark Buchanan is a CFP® professional with 10 years of industry experience. He is currently with Canopy Wealth Management, where he has worked since 2021. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of financial advising, he has been involved with the Pac 12 Conference for over a decade. Canopy Wealth Management serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements and portfolio management using quantitative tools and a variety of investment vehicles, while also offering comprehensive financial planning and retirement plan advisory services.

Eric Raether is a Certified Financial Planner® with over 31 years of experience in the financial services industry. He has worked at Canopy Wealth Management since 2018 and previously spent more than two decades with Northwestern Mutual in various roles. Raether serves as a board member for Semper Fidelis, participating in governance and investment decisions for the organization. Canopy Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities with approximately $1.47 billion in assets under management. The firm focuses on individualized portfolio management and comprehensive financial planning, utilizing quantitative tools and a range of investment vehicles to meet client objectives.

Melodie Ace is a financial advisor at Canopy Wealth Management with 24 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Canopy in 2023, she worked for Ameriprise Financial Services and Northwestern Mutual Wealth Management Company. Outside of advising, she is the owner of Ivy's Guest House, LLC. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements and portfolio management using quantitative tools and a diversified mix of investment vehicles, while also offering comprehensive financial planning and retirement plan advisory services.

Reyn Eichenlaub is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Weber Inc and Michigan Bucks. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services, using quantitative tools and a range of investment vehicles to construct individualized portfolios.