Robert Kopp is a financial advisor and a leader at Canopy Financial Group, where he helps individuals and families reshape their relationship with money. He believes that money should be more than numbers on a page — it should be a tool that empowers clients to make meaningful impacts in their lives, families, and communities. As a true generalist with uncommon expertise in charitable planning, Robert builds strategies that provide clarity and confidence, ensuring clients understand the “why” behind each decision. His approach reflects a deep respect for people and a conviction that everyone deserves power and dignity in their financial lives.

At the core of Canopy’s multigenerational team, Robert carries the vision and connects advisors across generations to serve clients of every age. A strategist first and educator second, he thrives on designing thoughtful plans that clients can own and act on with confidence. Outside of work, Robert is rooted in Newberry, where he has lived since 2010 with his wife and two children. He is committed not just to guiding clients, but also to building a community where financial empowerment extends far beyond the office. Clients describe him as compassionate, balanced, and honest — qualities that shape both his practice and his life.

Travis Goodman is a seasoned financial advisor based in Chapin, South Carolina, affiliated with Thrivent, a Fortune 500 financial services organization with over a century of history. He holds the designations of Financial Consultant (FIC) and Certified in Long-Term Care (CLTC®). He is a graduate of the University of South Carolina.

Since September 2013, Travis has been serving as a financial associate with Thrivent. He is licensed to offer financial services in multiple states, including Louisiana, North Carolina, South Carolina, Texas, and Virginia. Travis is committed to providing personalized financial guidance to individuals at all life stages, helping them use money as a tool to achieve a life rich in meaning and gratitude.

Through his work, Travis aims to assist clients in pursuing lifelong dreams while supporting the people and causes they care about, drawing on his industry expertise to map out paths toward more secure financial futures.

Jordan Sweetenburg is a financial advisor with Canopy Financial Group at Thrivent Financial. He is a Clemson University graduate (Class of 2022) with a B.S. in Language and International Health with a deep passion for helping people improve their lives, both personally and financially. Originally from Cassatt, South Carolina, Jordan now lives in Irmo with his fiancée, Abria, and their energetic 2-year-old daughter, Blossom.

Before stepping into the world of finance, Jordan worked in ABA therapy with children on the autism spectrum. That experience helped shape his ability to connect with individuals from all walks of life—regardless of background, age, or socioeconomic status. Today, Jordan brings that same empathy and communication to his work as a financial advisor.

His mission is simple: to spread financial literacy and help people become more aware of the opportunities they have to build a better financial future. Whether you're just starting out or looking to take your finances to the next level, he here to provide guidance, support, and a plan tailored to your goals.

When Jordan is not working, you can usually find him watching sports, enjoying music, or spending quality time with his family.

Let’s connect and take the next step toward your financial future, together.

Anna brings a deep heart for service and a strong foundation in holistic financial planning to the Canopy Financial Group team. With over a decade of experience in Social Work, Anna saw firsthand how financial stress impacts individuals and families—fueling her passion to help people find clarity, stability, and confidence in their financial lives.

As Canopy’s divorce financial planner and a leader in comprehensive planning, Anna specializes in helping clients navigate life transitions with care and confidence. She also leads the Columbia, South Carolina location, partnering with individuals and families to build plans that support what matters most—both today and in the years ahead.

Sherry Sheppard is a seasoned financial advisor based in Summerville, South Carolina. She holds designations of Financial Consultant (FIC), Certification in Long-Term Care (CLTC), and Behavioral Financial Advisor (BFA). Sherry specializes in Risk Management, Investment Planning, Retirement Planning, Income Tax Planning, and Estate Planning.

She knows that getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That is why she is here to provide the expertise and support you need. Sherry will take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.

Sherry isn't just passionate about your goals, she is also a supporter of her community, specifically these organizations: Southeastern Therapy Animal Resources, Summerville Family YMCA, Lucky Dog Rescue, Team Rubicon, Tunnels to Towers Foundation.

Leander is a Financial Advisor with Canopy Financial Group based in Hanahan, South Carolina. She lives in the Lowcountry with her husband, Stephen, and two children, Cora and Walker. A graduate from College of Charleston with a B.A. in Special Education and a Master's degree in Educational Administration from Charleston Southern University, she brings a unique, client-focused approach to financial planning. Leander's journey began in the classroom, where she developed a deep appreciation for clear communication and the power of knowledge. Today, she uses those same principles to guide individuals and families towards greater financial clarity.

Leander believes financial planning shouldn't be overwhelming—it should be empowering. Whether you're planning for retirement, saving for your child's education, or simply seeking to make smarter money decisions, she can provide straightforward advice tailored to your goals.

Her mission is simple: to help you understand your financial picture, make informed decisions, and feel more in control of your future.

When Leander is not working with clients, you will likely find her at the local recreation fields cheering on her kids, spending time with her family or enjoying time at the beach. Just like you, Leander values balance, purpose and financial clarity- and that's exactly what she aims to bring into your financial life. Let's simplify the complex, together.

With over 15 years of experience in higher education, Samantha Snyder has built a career rooted in organization, leadership, and service. Now serving as the Office Manager for Canopy Financial Group at Thrivent, she is excited to bring that same dedication to helping others in the financial services space. After years of campus-focused work, Samantha is especially energized by the opportunity to re-engage with her local community and contribute in meaningful ways.

Samantha and her husband, Jay, and daughter Rowan live in Newberry, where they love being part of a close-knit, active community. Away from the office, you can usually find Samantha and Rowan, at the Smith Road Complex cheering on their favorite baseball team (Go Wolves) or out enjoying one of the many local parks and events.

Kimberly Goodman has been a Thrivent member for over 10 years and has recently joined our team. Kimberly is excited to contribute to the Thrivent experience by helping move clients through their financial journey with Canopy Financial Group. Outside the office, Kimberly owns a home-based embroidery business called embellished. She is also a wife to Financial Advisor, Travis Goodman, and a mother to their two young adult children. Kimberly enjoys all sorts of crafts, traveling with family, and playing her flute. She treasures her time making music with her two children as they are all currently members of the Lexington Community Band.

Kendall Francis is the Administrative Assistant with Canopy Financial Group at Thrivent, specifically supporting financial advisors Robert Kopp and Travis Goodman. After living in many different places in her life, she is so happy to have settled down in Newberry, South Carolina. On top of just loving Newberry, her entire immediate family lives here as well. Kendall married her wonderful husband, Dylan, in November of 2024, and they are expecting their first baby (boy!) in January of 2026. Life has brought several big changes recently, but they have all been blessings.

Kendall has worn several different hats in her life in terms of work and volunteering; from leading worship and small groups at churches, to being a Correctional Officer in a county jail in Maryland. She believes the mission is all the same: to do whatever you can to better your surroundings and those within it. Her goal in this role is to be a friendly face and voice to all who contact us, as well as an efficient organizer to set meetings for any needs our clients may have. Being a part of this team is something she sees herself doing for many years to come.