About Us

(940) 314-4446 (voice & text)

rsoulier@financialguide.com

Schedule a Call with Ryan

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 wife, daughters and traveling.

214-972-1440 (voice & text)

leonardgargagliano@financialguide.com

Len has been in the financial services industry since 1992, bringing more than three decades of experience to the individuals, families, and business owners. He works closely with his clients to help them create, grow, and protect their wealth through strategies designed to support long‑term financial goals. Len also specializes in helping clients establish and maintain tax-efficient strategies designed to support the preservation and transfer generational wealth. He holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Services.

 Throughout his career, Len has enjoyed mentoring and developing new advisors, sharing his knowledge and real-world experience to help them build strong, ethical, and service-driven practices.

Len has been happily married for 36 years and deeply cherishes his wife. Together, they are proud parents of two sons, both of whom have earned the rank of Eagle Scout—an achievement attained by only 5% of Boy Scouts.

(949) 806-6450 (voice & text)

hallsopp@financialguide.com

Heather joined the team to support the organization with Marketing, strategy and improving the client experience. While her background spans nearly 20 years of experience and several industries (Aerospace, Mobility and Technology) she’s found the greatest fulfillment from working in the Financial Sector. She believes in leading with purpose first and aligns with the values that Canopy was founded on.

Along with her professional career, Heather is an avid student of personal growth, enjoys developing others and believes in creating more gender equality within the workplace. As a proud graduate of Pepperdine University (BSM & MBA), Heather has served on the Board of Directors, is a member of the American Marketing Association, enjoys volunteering and has recently taken up golfing. Fore!

(214) 758-8672 (voice & text) sconklin@financialguide.com

With just under 10 years of experience, Seth brings a wealth of knowledge and a true passion for helping clients achieve their financial goals. He earned his BBA in Finance with a minor in Financial Planning from the University of Central Oklahoma.

Before joining us, Seth worked in Mergers and Acquisitions (M&A) at PricewaterhouseCoopers (PwC), supporting clients in the aerospace, engineering and private equity sectors. His work centered on post-deal integration, where he analyzed financial data for organizational design strategies.

Between his education and background at PwC, he is well equipped with strong analytical capabilities and the ability to manage complex planning engagements.

(214) 997-6715 (voice & text)

jarrettwalker@financialguide.com

Jarrett is a dedicated financial professional from Tyler, Texas with a passion for empowering others and serving his community. While his background is in organizational expansion operations and deployment, he decided to transition his career to better serve his community and make a meaningful, positive impact on the lives of others.

Known for his love of finances, professionalism and drive for excellence, Jarrett approaches each client’s goals with the care and precision of a seasoned strategist. His mission is to simplify complex financial concepts and deliver customized guidance.

In Jarrett’s free time he enjoys spending time with his wife Sarah, staying active in the gym, traveling for missionary work and can be found testing out burger spots all over Dallas.

(940) 290-7923 (voice & text)

svernon@financialguide.com

As an operation's and recruiting expert, Sierra believes strong relationships and thoughtful systems make work more meaningful and effective. She brings a people-first approach to supporting leaders, building teams and creating processes that feel efficient.

Within her role as an Operations Coordinator at Canopy, Sierra will support the client experience by ensuring the right information is organized, accessible, and delivered at the right time.

Outside of work, Sierra is a first-time mom to a toddler boy who keeps her on her toes, whether she’s chasing him around a playground or building blanket forts together. She is also a National Volleyball Coach and a former collegiate athlete who loves staying connected to the sport and mentoring young athletes.