John W. Davis, CPA, CFP®, PFS, CVA, CEPA
Position: Managing Partner/Founding Owner of Davis & Hodgdon Associates (formerly John Davis and Associates CPAs) in 1990. 40 years public accounting experience. Also, founder and President of Copper Leaf Financial, an affiliated entity offering financial planning and wealth management services.
Certifications: Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Certified Financial Planner™ professional (CFP), Personal Financial Specialist (PFS), and Certified Exit Planning Advisor (CEPA)
Memberships: Vermont Society of CPAs (VTCPA) and the American Institute of CPAs (AICPA), the National Association of Certified Valuation Analysts (NACVA), member of the South Burlington Rotary, and Chair of the Vermont Economic Progress Council (VEPC). John is a board member of the Vermont Employee Ownership Center (VEOC) and is also a board member, treasurer and member of the executive committee for Age Well.
Education: University of Vermont, Burlington, VT; B.S. Accounting, Leadership Champlain, Burlington, VT
Resides: Williston, Vermont
*Copper Leaf Financial is an affiliated and separately registered entity.