Meet the Davis & Hodgdon Team
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
Position: Partner in charge of the Audit and Accounting Department. 20+ years public accounting experience.
Certifications: Certified Public Accountant (CPA), Certified Financial Planner™ professional, and Certified Fraud Examiner (CFE), and Chartered Global Management Accountant (CGMA)
Memberships: Vermont Society of CPAs (VTCPA) and the American Institute of CPAs (AICPA), Fraud Association. Bret is a board member for the Vermont Chamber of Commerce. He is also a board member and member of the finance committee for Vermont Businesses for Social Responsibility (VBSR)
Education: Lyndon State College, Lyndonville, VT; B.S. Accounting and Business Administration, Leadership Champlain, Burlington, VT, Champlain College Excellence in Executive Leadership (ExcEL) 2013
Resides: Jericho, Vermont
Position: Partner with expertise in audit and individual and corporate taxation.
Certifications: Certified Public Accountant (CPA)
Memberships: Vermont Society of CPAs (VTCPA) and the American Institute of CPAs (AICPA), board member and treasurer of the Rutland County Humane Society of Vermont.
Education: Castleton State College, Castleton, VT; B.S. in Accounting. University of Connecticut, Storrs, CT; M.S. Accounting
Resides: Rutland, Vermont
Position: Chief Operating Officer
Memberships: VT Human Resources Association (VTHRA), Society of Human Resource Managers (SHRM), Board member of Women Business Owners Network (WBON) and Vermont Pet Partners of Vermont.
Education: Elon University, Elon, NC; B.S., Business Administration, Leadership Champlain Class of 2014
Resides: Essex, Vermont
Position: Copper Leaf Financial Partner with more than 18 years of experience in the finance industry.
Certifications: FINRA Series 7 (General Securities Representative), Series 24 (Registered Securities Principal), Series 51 (Municipal Securities Limited Principal), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law), has earned the Chartered Advisor in Philanthropy (CAP®) professional designation from The American College, and is currently pursuing the advanced financial planning professional designation of Chartered Financial Consultant (ChFC)
Memberships: Burlington's Intervale Center, Board Member
Experience: Financial planning, wealth management and philanthropic planning for retirees, executives, and entrepreneurs. Michael is also an entrepreneur, experiencing success when he founded an organic food distribution company while attending the University of Florida.
Resides: Jericho, Vermont
Position: Tax Manager with 23+ years public accounting experience
Certifications: Certified Public Accountant (CPA), Vermont and Louisiana
Memberships: Vermont Society of CPAs (VTCPA), the American Institute of CPAs (AICPA), and the Louisiana Society of Certified Public Accountants.
Education: University of New Orleans, New Orleans, LA; B.S. Accounting
Resides: Essex, Vermont
Position: Manager
Certifications: Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA)
Memberships: Vermont Society of CPAs (VTCPA), and the American Institute of CPAs (AICPA). Serves on the VTCPA Young Professionals Committee
Education: Champlain College, Burlington, VT: B.S. in Business and Certificate of Advanced Accounting, Leadership Champlain Class of 2018
Resides: Milton, Vermont
Position: Manager
Certifications: Certified Public Accountant (CPA), Massachusetts
Memberships: Vermont Society of CPAs, Massachusetts Society of CPAs (MSCPA), and the American Institute of CPAs (AICPA). Aida is a board member for Wonderfeet Kids Museum in Rutland, VT.
Education: Nichols College, Dudley, MA: B.S. in Accounting
Resides: Rutland, Vermont
Position: Tax Manager
Certifications: Certified Public Accountant (CPA), Vermont
Memberships: Vermont Society of CPAs (VTCPA)
Education: Skidmore College, Saratoga Springs, NY; B.S. in Business/Economics
Resides: Waterbury, Vermont
Position: Senior Accountant
Certifications: Certified Public Accountant (CPA)
Memberships: Vermont Society of CPAs (VTCPA)
Education: University of Vermont, Burlington, VT; B.S. Accounting
Resides: Wells, Vermont
Position: Senior Accountant
Certifications: Certified Public Accountant (CPA), New York
Memberships: Vermont Society of CPAs (VTCPA)
Education: George Washington University, Washington D.C.; Master of Accounting Degree, Middlebury College, Middlebury, VT; B.A. in International Studies
Resides: Charlotte, Vermont
Position: Senior Accountant
Certifications: Certified Public Accountant (CPA)
Memberships: Vermont Society of CPAs (VTCPA), South Carolina Association of CPAs (SCACPA), and the American Institute of CPAs (AICPA).
Education: University of California Santa Barbara (UCSB), Santa Barbara, CA; B.S. Hydrologic Sciences, University of South Carolina, Columbia, SC; Master of Accountancy
Resides: South Burlington, Vermont
Position: Wealth Advisor, Copper Leaf Financial
Education: Endicott College, Beverly, MA; B.A., Art Therapy
Resides: Richmond, Vermont
Position: Associate Wealth Advisor, Copper Leaf Financial
Education: Bellevue University, Bellevue, NE; Master of Business Administration (M.B.A.) with a concentration in entrepreneurship
Resides: On the move! Currently in South Carolina and soon to be Vermont
Position: Bookkeeper/Tax Preparer
Certifications: Microsoft Certified Trainer (MCT), Certified Bill.com Expert, QuickBooks Online Certified ProAdvisor, American Institute of Professional Bookkeepers Certified Bookkeeper
Memberships: Council Member of Good Shepherd Lutheran Church in Rutland, VT
Education: College of St. Joseph, Rutland, VT; B.S. Computer Information Systems. Community College of Vermont, Burlington, VT; A.S. Accounting
Resides: Rutland, Vermont
Position: Bookkeeper/RAD Services
Education: Champlain College, Burlington, VT; B.S. in Accounting
Certifications: QuickBooks Online Advanced Certified ProAdvisor, Bill.com Certified
Resides: Whiting, Vermont
Position: Bookkeeper/RAD Services
Certifications: QuickBooks Online Advanced Certified ProAdvisor, Bill.com Certified
Memberships: American Institute of CPAs (AICPA), Vermont Society of CPAs (VTCPA)
Education: Bachelor of Science in Biology from California State University Long Beach; Currently taking courses and preparing for the CPA exam
Resides: Rutland, Vermont
Position: Associate Accountant
Certifications: CPA Candidate
Memberships: Vermont Society of CPAs (VTCPA)
Education: Lyndon State College, Lyndon VT; B.S. in Accounting & Business Administration
Resides: Burlington, Vermont
Position: Associate Accountant
Certifications: CPA Candidate
Memberships: Vermont Society of CPAs (VTCPA)
Education: Champlain College, Burlington, VT; B.S. in Business Management and Certificate in Accounting, Community College of Vermont, Burlington, VT, A.S. in Business
Resides: Burlington, Vermont
Position: Associate Accountant
Experience: Bachelor of Science in Environmental Science from the University of Vermont, Burlington. Associate Degree in Accounting from Champlain College, Burlington, VT.
Memberships: Appalachian Mountain Club
Resides: Milton, Vermont
Position: Associate Accountant
Certifications: CPA Candidate
Memberships: Vermont Society of CPAs (VTCPA)
Education: University of Vermont, Burlington, VT; Master of Accounting Degree
Resides: Williston, Vermont
Position: Marketing Manager
Education: St. Michael’s College, Colchester, VT; B.S., Psychology
Memberships: Board Member, VUES Community Group
Resides: Addison, Vermont
Position: Client Relations Associate
Experience: 20+ years of experience in customer service and managing a family bridal business.
Resides: Colchester, Vermont
Position: Client Relations Associate
Education: Castleton University, Castleton, VT: B.A. in History and English
Resides: Proctor, Vermont
Position: Operations Assistant
Education: Colby College, Waterville, ME: B.A. in International Studies; West Chester University, Chester, PA: B.S. in Geology; Antioch New England University, Keene, NH: M.S. in Environmental Studies
Resides: Essex Junction, Vermont
Position: Client Services Associate
Education: University of Vermont, Burlington, VT: Bachelors of Science (Animal Science) and Associates in Business Administration
Resides: South Burlington, Vermont
Position: Client Services Associate, Copper Leaf Financial
Education: St. Michael's College, Colchester, VT; B.S., Business Administration with a minor in Economics and Political Science
Resides: Burlington, Vermont
Position: Marketing Assistant
Education: University of Vermont, Burlington, VT; B.S., Business Administration with a minor in Applied Design and Food Systems; Concentration in Marketing with a theme in Entrepreneurship
Memberships: Beta Gamma Sigma, the International Business Honor Society
Resides: Burlington, Vermont