As a CPA and Partner at Canopy 360, I enjoy helping small business owners navigate the challenges of operating a profitable business as well as growing and protecting personal wealth. By working with individuals, families, and business owners, I use my comprehensive planning background to design wealth management strategies for small business owners. Canopy 360 prides itself on placing our customers first. This customized services coupled with innovative tax advice separates us from the competition. We are professional, prompt and courteous. We listen to our client’s needs, and no question or concern goes unanswered. Once you’ve experienced the personalized attention we offer our clients,
Russell Lindsay
Partner
Canopy 360 Wealth
United States, Florida, Ocala
About Me
Profile Information
Partner
Canopy 360 Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Ocala
Florida
United States
Aug 26, 2025
More profiles to browse
LP
Lance Powers
Managing Partner and Portfolio Manager
Jamie Losito
Certified Financial Planner, Managing Partner
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc