About Our Name
A canopy offers shelter, comfort, and clarity. It filters the light, softens the noise, and protects everything growing beneath it.
That is what we aim to provide. Our role is to give you a sense of confidence and calm, creating a place where your financial life feels covered, nurtured, and safe. You are cared for and equipped with what you need to move forward with confidence.
When your finances feel protected and steady, you gain the freedom to dream. Under our canopy, we help you set meaningful goals, giving you the clarity and confidence to work toward the life you truly want and build a legacy that reflects your values. We’re curious about your story and how it has shaped you. We listen closely to the experiences that define you, the dreams you carry, and the future you want for yourself and the people you love. From there, we help create a financial plan that nurtures those dreams and gives them room to grow.
The “360” in our name reflects our holistic approach to client care. We look at the whole picture: your goals, needs, values, and dreams, and help guide you through every angle with clarity.
Just as there are many dimensions that make up your life and the legacy you are building, we at Canopy 360 look beyond your current needs and short-term goals. Our process blends personalized financial planning, professional investment management, and proactive tax planning and risk mitigation, providing a holistic approach that evolves as your needs and goals change. This full-circle approach represents our commitment to a long-term, generational partnership. We are with you not only in this season but in every season to come.
Our expertise and focus equip us to design financial plans that address every angle of your life, providing clarity, stabiliy, and guidance so you can flourish, achieve your goals, and pursue the life and legacy you envision with confidence.
About Our Name
Our story is rooted in relationships, shared values, and a commitment to serving families with care and clarity. Over the years, those foundations have shaped who we are today.
Lance entered the investment industry as an analyst selecting investments for pension plans. Lance continued this work for more than a decade.
Ocala, FL
Russell graduated the University of Florida and, like his grandfather before him, became a CPA. Shortly after entering the professional, Russell started his own firm Lindsay Crabb & Associates.
Gainesville, FL
Russell began Lindsay Financial Services, an affiliate partner of Lindsay Crabb & Associates, to help clients with their wealth management needs.
Ocala, FL
Jamie entered the tax preparation and planning industry.
Gainesville, FL
After gathering an understanding of the institutional investment side of the industry, Lance transitioned to private client services with Morgan Stanley continuing his work with investment selection.
Gainesville, FL
Having spent a few years with Morgan Stanley, Lance was able to understand the culture and corporate initiative enough to determine he was interested in continuing his practice with a different firm. In October, Lance transitioned to Raymond James. Jamie began work on her CERTIFIED FINACIAL PLANNER Professional designation and entered the financial services industry.
Ocala, FL
Lance and Jamie, while working in the same Raymond James office, began considering a partnership together. The combination of financial planning with tailored investment selection with a fiduciary standard seemed to be just the right mix for serving clients. Their partnership began, officially, in February of 2014.
Ocala, FL
While attending the same church, the group decided to see what synergies they could provide each other's businesses. Little did they know, they had been running parallel firms. A merger seemed like the best next step. They would each specialize in their expertise and provide a team approach to serve clients. At this point, the team began the journey to become partners.
Ocala, FL
Canopy 360 Wealth, LLC is born. The three partners filed with the SEC to be a Registered Investment Advisory firm with approximately $107 million under discretionary management. As a full service, multi-family office, Canopy 360 Wealth was built as a place where families would be empowered to build legacies. The teams' mission being to provide clarity and confidence for their clients and generations to come.
Ocala, FL
As growth continued and client needs evolved, Canopy 360 Tax was sold. This strategic move was driven by a desire to laser focus on intrict planning and legacy development needs of the families Canopy 360 Wealth serves.
Ocala, FL
John David Cervellera, CFP joins our team. With a sharp focus on financial planning, John is committed to delivering tailored strategies and forward-thinking solutions that turn long-term goals into lasting results.
Ocala, FL
At Canopy 360 Wealth, we are committed building not just a bigger firm, but a better one. Welcome Dayne Boudreau, our new Operations Manager, whose engineering background gives him a unique ability to identify inefficiencies, streamline processes, and keep our firm firing on all cylinders — so our team can deliver the world-class service our clients deserve.
Ocala, FL
The future of Canopy 360 Wealth is bright. After a distinguished performance in our 2023 summer internship program, Hunter Ditty has earned his place on our growing team. Hunter joins our New Business team with a clear mission: to forge genuine connections and create lasting relationships that grow the Canopy 360 community. We are proud to have him, and our clients are better for it.
Ocala, FL
Numbers tell a story — and ours is one of consistent growth, deep client relationships, and a firm that delivers on its promises. In 2025, Canopy 360 Wealth proudly crossed the $1.5 Billion milestone in Assets under Advisory, cementing our position as a trusted leader in comprehensive wealth management. This achievement reflects years of disciplined work, strategic growth, and the loyalty of clients who have chosen to build their legacies with us. As we look ahead, our mission remains exactly what it has always been — to provide exceptional guidance that turns financial goals into generational impact.
Ocala, FL
If we’ve made a difference in your financial journey, we’d be grateful if you shared your experience on one of the platforms below.
