Two Meridian Crossings,,
Canopy Financial Group is a caring group of elite financial professionals distinguished for achieving the highest standard of professionalism and service.
Partners: Paul Borchert, Kyle Kirsch, Kyle SchifflerAssociates: Vic Benetti, Jay Bibelheimer, Charles Bremer, Jim Healy, Victor Kirsch, Bryant Lundahl, Brian WanousStaff 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 mission is to take complex financial options and assist clients in implementing comprehensive, straightforward strategies.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.