Wishing You a Very Happy Holiday Season and All the Best in 2025!

Here’s a peek at what the Davis & Hodgdon and Copper Leaf Financial teams have been up to this past year!

John Davis, Founding Partner, Davis & Hodgdon Advisory Group
Bret Hodgdon, Managing Partner, Davis & Hodgdon Advisory Group
Matt Cleare, Partner, Convergent Accounting
Mandy Bradley, Partner, Davis & Hodgdon CPAs
Kathryn Diedrichsen, Chief Operating Officer, Davis & Hodgdon Advisory Group
Bre Sykes, Senior Wealth Advisor, Copper Leaf Financial
Dawn Grenn, Tax Manager, Davis & Hodgdon CPAs
Ryan Black-Deegan, Tax Manager, Davis & Hodgdon CPAs
Ashlee Solarczyk, Senior Wealth Advisor, Copper Leaf Financial
Jackie Thibeault, Associate Wealth Advisor, Copper Leaf Financial
Aida Volpone, CPA, Audit Manager, Davis & Hodgdon CPAs
Eric Barker, Intake Coordinator
Davis & Hodgdon CPAs
Ashley Wilson, Client Accounting Services Manager, Convergent Accounting
Emma Longe, Remote Staff Accountant, Convergent Accounting
Jennifer Krause, Marketing Manager, Davis & Hodgdon Advisory Group
Jocelyn Geiger, Senior Accountant II, Davis & Hodgdon CPAs
Margery McCracken, Supervisor, Davis & Hodgdon CPAs
Erica Dixon, Client Services Associate, Copper Leaf Financial
Leah Belrose, Marketing Coordinator, Davis & Hodgdon Advisory Group
Ali Hassan, Associate Accountant II, Davis & Hodgdon CPAs
Marissa Richardson, Client Relations Associate, Davis & Hodgdon Advisory Group
Alix Prouty, Associate Accountant, Davis & Hodgdon CPAs
Crystal Fox, Associate Accountant, Davis & Hodgdon CPAs
Kayla Adams, Remote Staff Accountant, Convergent Accounting
Tyler Marks, Associate Accountant II, Davis & Hodgdon CPAs
Barbara Breen, Operations Specialist, Davis & Hodgdon Advisory Group
Rebecca Rimondi, Client Relations, Associate, Davis & Hodgdon Advisory Group
Jay Smith, Remote Staff Accountant, Convergent Accounting
Melanie Caracciolo, Remote Staff Accountant, Convergent Accounting
William Brown, Associate Accountant II, Davis & Hodgdon CPAs
Griffin Smith, Associate Accountant, Davis & Hodgdon CPAs
Ashalin O’Connell, Associate Accountant, Davis & Hodgdon CPAs
Laraib Asim, Associate Accountant, Davis & Hodgdon CPAs