Client Portal

Use the link below to visit Canopy, which is a portal website that allows us to electronically exchange important documents without the security risks of email messages. It also allows easy access to previously exchanged files, including tax returns, financial statements, and anything else that is important to your financial well-being.

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After you click the link, you will be asked to log in. If you do not have a login yet, just call me or shoot over an email and I will set you up in no time. Please, never share your password with me or anyone else. You can also download the mobile app for both iOS and Android via a link to your app store on the login page.