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.
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.
John David cervelleraRelationship Manager
John David works with our clients to ensure they have a clear understanding of the details of their plan and understand the most recent changes in their investment accounts.
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Lance m. powersPartner
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.
Josephine M. WiseClient Service Specialist
Jo leads up our administrative team. She handles day to day operations of clients accounts including fund transfers, account onboarding and coordinating reviews for our clients.
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Russell C. lindsay, CPAPartner
Strategist 
Russell's responsibilities include financial and tax planning. He helps our team and clients with advanced estate planning and tax strategies.
Sara L. PasquelClient Service Specialist
Sara assists business owners the illustration, implementation and onboarding of employer sponsored plans. She also assists in completing 401(k) paperwork and updating employee records.
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We are here to guide you every step of the way!
Call or email us if you have any questions.
Call or email us if you have any questions.