ROBBY T BRYANT
CEO, CFP, CEA
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
MD
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
UTO, CFO, Investment Analyst
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
CFP, CPA, PFS
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
CFP, PHD
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
IAR
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
REGISTERED PARAPLANNER
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
CMO
“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.
DAN BARKER
IAR
Dan Barker is an Investment Advisor Representative (IAR) with a long-standing background in the financial services industry, serving clients in retirement planning, financial planning, and wealth management. His professional journey reflects a non-traditional path into finance. After exploring various educational avenues, Dan discovered a strong passion for finance, particularly in retirement planning, and pursued specialized training and career opportunities to deepen his skills and experience. Among those opportunities, he spent time as a Retirement Plan Specialist for Vanguard, and later earned his Series 65 license, which has grounded his work in regulatory knowledge and real world application.
Based in Scottsdale, Arizona, Dan remains committed to serving the large community of retirees and pre-retirees throughout the state, creating tailored plans designed to help clients achieve a comfortable and fulfilling retirement. He takes a holistic approach to addressing every aspect of his client’s financial life, from investment management and tax planning, to portfolio construction and estate planning. Dan’s goal is to create customized strategies that align with each client’s financial objectives, income needs, and risk tolerance. He is dedicated to acting in the best interest of his clients, ensuring their investments are aligned with their long-term vision for wealth accumulation and preservation.
Outside the office, Dan enjoys spending time with his family, including three very energetic grandchildren – Hayden (6), Naomi (2), and Penny (3 months). He is the proud father of a U.S. Marine, a recreational golfer, avid hiker, and fitness enthusiast. Health and wellness are an important part of Dan’s personal life, and he views investing in one’s health to be equally as important as investing in one’s long-term wealth goals.
ANDY HEMRIC
CFP
Andy Hemric is a Financial Planner with a strong academic background and is committed to helping clients achieve their financial needs. He earned a Bachelor of Business Administration in Trust and Wealth Management, complemented by a minor in Financial Planning, from Campbell University in Buies Creek, North Carolina.
With more than 11 years of experience in the financial services industry, Andy prioritizes building meaningful relationships and delivering results that matter most to his clients. He is dedicated to guiding individuals and families through life’s transitions, simplifying complex financial challenges, and alleviating stress by providing clear, strategic solutions.
When he’s not in the office, Andy enjoys spending time with his beautiful wife, Caroline, their 2.5-year-old daughter, Josie, and their Goldendoodle, Hugo. A devoted family man, he values creating lasting memories with his loved ones. Andy is an enthusiastic supporter of Duke Athletics, avid runner, and enjoys the outdoors.
