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Kelly Meyer

Wealth Advisor at Canopy Wealth Management

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CANOPY WEALTH MANAGEMENT

CANOPY WEALTH MANAGEMENT

  • description Description
    Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Canopy Wealth Management Org Chart and Mapping

Employees

Jolie Labarre

Communications Manager

Drew Kootman

Chief Investment and Research Officer, Arizona

Kevin Mazur

Director of Operations

Tara Johnson

Director of Operations

Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Chad Wing

Founder & Wealth Advisor

Christine Petras

Director of Client Services

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  • Phone number  :  (***)-***-****
  • Email  :  k****@canopy-wealth.com

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