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Financial strategies that adapt to your evolving life

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

Our advisor team has an average of over 25 years of experience.

Canopy Financial Group is a caring group of elite financial professionals distinguished for achieving the highest standard of professionalism and service. Our advisor team has an average of over 25 years of experience.

  • Partners: Paul Borchert, Kyle Kirsch, Kyle Schiffler
  • Associates: Vic Benetti, Jay Bibelheimer, Charles Bremer, Jim Healy, Victor Kirsch, Bryant Lundahl, Brian Wanous
  • Staff Members: Helen Brooke, Louisa Cadwell, Carol Landseidel, Nicole Larson, Michelle Robins, Laurie Stern, and Peg Voigt.

We aim to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation with a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial and risk management. Under Tools & resources, you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope you take advantage of these resources and visit our website often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments.

Our Services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial Planning<sup>1</sup>

Financial Planning1

Asset Management

Asset Management

Estate Planning

Estate Planning

Retirement Planning

Retirement Planning

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are. 
  • To respect your assets – We listen, learn, and build on your existing assets while respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional
for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. Our advisory team offers a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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