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 

Relationship 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.

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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Josephine M. Wise

Client 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.

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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Sara L. Pasquel

Client 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.

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