About Us
Meet the Team
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Ryan Soulier | Financial Advisor
(940) 314-4446 | rsoulier@financialguide.com
Leaving behind a career in the airline industry in 2006, Ryan Soulier secured investment and planning credentials while working for a larger firm in Dallas, TX. He saw a growing need for sophisticated planning in the industry and decided to start his own practice. Ryan has a clear passion for establishing authentic community; this is seen in both his personal and professional life.
“It is difficult for me to see a noticeable difference between getting to know a new friend over dinner and getting to know a client at the office. The process is the same. Listen well, learn a ton and enjoy the company.”
Ryan is a 2016-17 graduate of the Leadership Denton program which invests in educating and equipping the future civic leaders of the Denton community. When not at work, Ryan loves spending time with his daughters and traveling.
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Julie Stiens | Director of Operations
(469) 414-0793 | jstiens@financialguide.com
Julie earned her bachelor's degree from the University of South Carolina Upstate in Business Administration with a focus in Economics and Finance. After college, she pursued her career in finance. She worked with several great teams and has a genuine passion for helping people reach their goals.
After joining Ryan Soulier in crafting the now former Soulier Financial Group, she noticed that the mission they were on started taking on an interesting and positive change: community above all. Julie is responsible, not only for the name ‘Canopy Capital Strategies’, but also largely for the positive direction this business is taking.
When Julie isn't working, she enjoys spending time with her husband, yoga, traveling, and gardening.
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Our History
Canopy Capital Strategies is the culmination of a vision, determination, perseverance, and maybe a bit of elbow grease. Ryan Soulier saw the need for advanced financial planning services and decided to be the one to create a business that his clients could count on. He began this solo campaign under the name of Soulier Advisory and, as it grew and he took on new financial professionals who saw great potential, his business became much more than just advising. After receiving the opportunity to work for this amazing community for the better part of five years, Ryan and the SFG team decided it was time to change their mission statement; to give back to the community that gave them so much in the form of community-focused professional services with no barriers between any person and financial confidence. Canopy Capital Strategies became the vehicle that would drive this idea with hard work, growth, and genuine connection on the horizon.
Expanding and fortifying our knowledge of the products and services we provide is pivotal in fulfilling our mission to be the best resource for financial planning for the future, planting and sowing your financial seeds through research-backed investments, and protecting you or your family from life’s many unpredictable events.
At Canopy Capital Strategies, we not only have done our homework and can advise our clients on any situation, but we are also able to provide to you the knowledge and skills needed to continue financial best practices.
Our Services
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Investments
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
529 Plans
Variable Annuities -
Financial Planning
Retirement Planning
Tax Planning
401(k) & 403(b) Planning
College Planning
Wealth Management Services
Money Purchasing Planning
Profit Sharing Plans -
Insurance
Disability Income Insurance
Life Insurance
Long Term Care
Individual Health Insurance
Group Health Insurance