When searching for a financial adviser, EXPERIENCE MATTERS!

If you strip away the calculations, cash flow tables, and complex financial jargon, wealth management is simply about service — something I know well.

Since retiring from the US Army, I’ve had the privilege of working with families and business owners from across the country and all over the net worth and income spectrum. My goal and passion is to provide a cost-effective, boutique experience to today’s middle-market Americans who want to be tomorrow’s millionaires.

As a combat Soldier and Commander it was my job to plan, advise, inspire, and execute missions while under extreme duress.

When it comes to your finances and your future, YOU CANNOT AFFORD to have a leader who is untested and unfamiliar with adversity.

Zeke is a retired US Army Special Operations officer and served multiple combat deployments while on active duty from 2004 to 2019. He enlisted after graduating from the University of North Carolina at Wilmington with a finance degree and then received a commission in 2010 from the US Army Officer Candidate School.

Upon conclusion of his military service, Zeke continued his mission to serve by helping people understand the complex world of investments, business, and personal finance.

Zeke resides in Sanford, North Carolina with his wife, Jessica (married 2007), and their two kids Liam (2010) and Josephine (2014). Jessica works as an estate and business planning attorney and is the founding partner of her own legal practice, Brick City Law.

Zeke holds multiple professional designations that emphasize his commitment and obligation to operating as a fiduciary – he is a Chartered Financial Consultant®(ChFC) and a Federal Retirement Consultant® (FRC). His licenses and examinations include the Series Industries Essentials (SIE), Series 7, and Series 66. Zeke also has years of insurance industry expertise, although he no longer maintains active insurance licenses.

As a result of his distinguished military service over the years, Michael “Zeke” Kelly was recognized with numerous medals and distinctions to include four Bronze Star Medals, two Purple Hearts, five Army Commendation Medals, and the Joint Service Commendation Medal.

Canopy Financial Solutions is based on the premise that this is a “people business first.” Whether you’re bringing a million dollars to the table or just the discipline and desire to push your net worth or P&L into the black, we leverage a variety of modern resources and FinTech platforms to deliver you to your unique objectives. We are wealth management…simplified.