Our Team

At our firm, we have the client - and only the client - in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future, both personal and in business. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives

No one strategy fits everyone.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Leadership Team

Joe Averett, CPA, CFP®

Financial Advisor/Partner

Born and raised in Waxahachie, Joe is a seasoned professional with a strong background in accounting and financial planning. He holds a Bachelor of Accounting from the University of North Texas and is a Certified Public...

Tanner Lemaster, CFP®

Financial Advisor/Partner

Tanner@mycanopywealth.com

Although born and raised in Fort Worth, Texas, Tanner spent a brief period of time as an Okie, graduating from Oklahoma State University with a degree in Finance in 2010. Tanner has spent his career serving clients through goal-based...

Willow Waldock, CPA

Managing Partner of WJ CPA, Tax & Accounting Services

willow@wj-cpa.com

Willow Waldock is a CPA who is passionate about helping entrepreneurs understand their numbers and make smarter financial decisions. As the owner of WJ CPA in the Dallas–Fort Worth area, she provides tax, accounting, and advisory...

Marie Gonzales

Administrative Assistant

marie@mycanopywealth.com

Marie was raised in the small town of Venus, Texas and grew up on a farm with strong family values where hard work and faith shaped every day life. Marie has one beautiful daughter, and a malshi dog, Marky. Marie enjoys the gym,...

Ivette Ramirez

Client Services Coordinator

ivette@mycanopywealth.com

Ivette is a dedicated Client Services Coordinator at Buchanan Wealth Partners, committed to delivering a seamless and exceptional client experience. She brings a strong background in organization, customer service, and...

Our Extended Team

Michael Escobar, CLTC

Financial Advisor/Partner of Retire Guides

817-912-5925

michael@retireguides.com

Michael Escobar, CLTC has been doing retirement planning for over 15 years and focuses on retirement income which helps people prepare financially for retirement by designing written retirement income plans for people who may need to...

Joshua S. Milam, JD, LLM

Tax and Estate Attorney

817-912-5925

joshua@retireguides.com

Joshua has substantial experience with tax planning and preparation, estate planning, trusts and wills, contracts and business law. He earned his Juris Doctor and Master of Laws in Taxation from Southern Methodist University’s Dedman...

Sharon Cleland

Retire Guides Paraplanner - Operations Support

817-912-5925

sharon@retireguides.com

Sharon was born and raised in Detroit, Michigan, and relocated to the Dallas–Fort Worth area in 2020 to be closer to her son. She also has a daughter who lives in Michigan with her husband and son. She is committed to providing...

Lauren Simon

Retire Guides Operations Specialist

817-912-5925

lauren@retireguides.com

Lauren Simon is an Operations Specialist at Retire Guides, where she supports internal processes to ensure a smooth and efficient client experience. Known for her attention to detail and proactive approach, she helps keep operations...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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