Name Change Email Header 2

 

We are pleased to introduce you to our new name, Canopy 360!

 

Many of you have been on this journey with us for quite some time now, and for that, we thank you! Our team is expanding and has more to offer you. With four companies now under one roof, we want to celebrate the fact that we have tax & accounting, business consulting, and wealth management together as one. We’re doing business exactly how we’ve always done it and expanding our offerings as a team.


Canopy 360 is about families serving families.


You might be asking...

>>WHY THE NAME CHANGE?
Names are important. We intentionally chose to remove personal names from our company name because people choose to work with us for the experience that our entire team offers! We chose a name that represents us all, not just the partners.

>>WHAT’S BEHIND THE NAME CANOPY 360?
No matter which service offering you choose, they all have one thing in common...protection. Through our common culture of engaging, educating, and empowering, we strive to guide families and businesses through making wise decisions regarding taxes, teams, and finances. To provide that protection (Canopy), we believe it is crucial to look at all aspects (360) of the situation or circumstance.

>>WHO ARE THE OWNERS?
TAX & ACCOUNTING
Russell Lindsay, CPA
Kristine Goebel


BUSINESS CONSULTING
Russell Lindsay, CPA
Kristine Goebel


WEALTH MANAGEMENT
Russell Lindsay, CPA
Lance Powers
Jamie Losito, CFP©

>>WHAT CHANGES WILL AFFECT YOU?
Our name, email, and website domain will change effective September 7, 2018. That’s it! Everything else will remain the same.

emailEMAILS
FirstInitialLastName@canopy-360.com (Example: rlindsay@canopy-360.com)

domainWEBSITE
www.canopy-360.com

 


 

Do you have more questions regarding our name change? Please call our front desk so we can help answer any questions you have!

352-369-1120

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm

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