ROBBY T BRYANT
Robby T. Bryant, founder and president of Magnolia Financial Planning Services, Inc. since 1998, is the Chief Executive Officer (CEO) of Canopy Financial Planning, LLC. Mr. Bryant has over twenty years of experience in long-term investment strategies and comprehensive financial planning. A graduate of Duke University, he is a Certified Estate Advisor (CEA) and has earned the Certified Financial Planner (CFP) designation by the Certified Financial Planner Board of Standards. Mr. Bryant has extensive expertise in investment management, comprehensive financial planning, and estate planning.
PATRICIA LANDRY
Patricia Landry, MD is an analyst for Canopy Financial Planning, LLC. She has a Bachelor of Science in Chemistry and a Bachelor of Arts in Psychology from Winthrop University. After being awarded a Doctorate in Medicine from the Medical University of South Carolina (MUSC), she completed her residency in Family Practice at the Medical College of Georgia. Her 28 years of experience as a board-certified family physician provide her with significant professional insight into the pharmaceutical and medical device sectors.
CHANTEL SAPUTO
Chantel Saputo is the Chief Financial Officer (CFO) of Canopy Financial Planning, LLC. She is an investment analyst and financial planner. She is currently working towards her Investment Advisor Representative designation.
JASON S. WHITE
Jason White is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He graduated from Clemson University with a degree in Financial Management with a minor in Accounting. Mr. White has expertise in wealth management, retirement planning, business tax prep, trust formation, and estate plan design.
NATHALIE COTE
Nathalie Cote is a Certified Financial Planner (CFP) and Professor at Belmont Abbey College. She has expertise in comprehensive financial planning, retirement planning,tax planning, insurance planning and estate planing.
LOWELL E. MACHER
Lowell Macher is an Investment Advisor Representative (IAR) with over twenty years of experience in mortgage banking and investments. He graduated from the University of South Florida with a degree in Accounting.
LUCY LEA ROLLINS
Lucy Lea Rollins is a Financial Assistant with over twenty years of accounting experience. She graduated from Clemson University with a degree in Accounting and has completed her Certified Paraplanner Designation with the College of Financial Planning.
DEMITREUS "DOE" HENDERSON
"Doe" Henderson is the Chief Marketing Officer (CMO) of Canopy Financial Planning. He has over 15 years of marketing and branding experience working with some of today’s top celebrities and brands. He graduated from the University of Hawaii at Monoa where he was a four-year letterman and captain of the football team.