Our Team

We want our clients to get to the end of their lives and realize they truly lived the width of it...not just the length. If we can help you feel empowered, we believe that you'd begin to experience the width with much more clarity and confidence. And that's why we believe it's essential to be  financially engaged, educated, and empowered. By focusing on where you want to go, you begin to draw a much larger picture and open up many more possibilities.


The goal while working with Canopy 360 should be on your initial needs and the needs that have yet to be uncovered. As you work with your financial team, you will begin to build a plan that is easy to follow and has the reasonable ability to assist you with achieving your personal goals and/or business goals. The goal is to build a plan that will allow you to dream and build confidence in your legacy.

Jamie G. Losito, CFP® 

Partner
CERTIFIED FINANCIAL PLANNER™ Professional

Jamie is Canopy 360's CERTIFIED FINANCIAL PLANNER™ Professional. Her responsibilities include hosting client reviews and employer plan enrollment meetings. She is also responsible for guiding clients through the financial planning process.

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John David cervellera, CFP®  

Advisor
CERTIFIED FINANCIAL PLANNER™ Professional

John hosts client reviews and conducts financial planning processes. During client reviews he works to understand what updates need to be implemented in the investment or financial plan we're implementing.

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dayne boudreau

Operations Manager​
​

Dayne works with the team, clients, and partners by building and improving operational processes that are consistent and stable.

Lance m. powers

Partner
Portfolio Manager

Lance is Canopy 360's onsite Portfolio Manager. He manages our investment models, assesses the market daily to help guide clients through investment decisions and reviews fund lineups for employer plans.

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Tatyana Kozlovska

Associate ​Advisor

Tatyana works closely with our advisors, helping them with client meeting preparations, financial planning, employer plans, and accommodating clients' needs and requests.

garrison reed

Associate
​Portfolio Manager

Garrison works closely with our team of advisors to assist with financial planning and portfolio management. He also conducts market research and evaluates investment opportunities for our clients.

Russell C. lindsay, CPA

Partner
Strategist

Russell's responsibilities include financial and tax planning. He helps our team and clients with advanced estate planning and tax strategies.

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John Golden, MBA

Business Development Advisor​

John oversees our Business Development team, helping understand prospective clients' goals and needs. He also trains our team in various Business Development strategies as well as DISC personality profiles.

Hunter ditty

Associate
​Business Development Advisor

Hunter works with our Business Development team to help clients uncover how our team can help them achieve their goals.

We are here to guide you every step of the way!
Call or email us if you have any questions.