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
*Copper Leaf Financial is an affiliated and separately registered entity.
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 and member of the finance committee 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)
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
*Copper Leaf Financial is an affiliated and separately registered entity.
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. Dawn is a board member of Generator Makerspace
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) Board Member, and the American Institute of CPAs (AICPA).
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. She is also on the Nichols College Board of Advisors, and Treasurer of the VT Chapter of the National Football Foundation.
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). Ryan is Treasurer and member of the Executive Committee for Generator Makerspace.
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). Courtney is a board member for Wells Spring Unified Union School District
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), QuickBooks Advanced Online Certified ProAdvisor, Xero Certified Advisor, T-sheets Certified Advisor
Memberships: Vermont Society of CPAs (VTCPA), New York State Society of Public Accountants, National Association of Tax Preparers
Education: Liberty University, Lynchburg, Virginia; M.S. in Accountancy, B.S. in Accounting, A.A. in Business
Resides: Milton, NY
Position: Wealth Advisor, Copper Leaf Financial
Education: Bentley University, Waltham, MA; B.S. in Corporate Finance and Accounting
Certifications: Certified Wealth Strategist (CWS®) designation through the Cannon Financial Institute and a Certificate in Financial Planning from Boston University
Resides: Vermont
*Copper Leaf Financial is an affiliated and separately registered entity.
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: Monkton, Vermont
*Copper Leaf Financial is an affiliated and separately registered entity.
Position: Bookkeeper/Tax Preparer
Certifications: Microsoft Certified Trainer (MCT), Certified Bill.com Expert, QuickBooks Online Certified ProAdvisor, American Institute of Professional Bookkeepers Certified Bookkeeper
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
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: Bookkeeper
Certifications: QuickBooks Online Certified ProAdvisor, Certified Bill.com Expert
Education: Bachelor of Arts in English and History from the University of Vermont
Resides: Montpelier, Vermont
Position: Bookkeeper
Certifications: QuickBooks Online Certified ProAdvisor, Bill.com Certified Advisor
Education: University of Vermont, Burlington, VT; B.A. in Economics
Resides: Enosburgh, VT
Position: Senior Accountant I
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 II
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: Lincoln, Vermont
Position: Associate Accountant
Certifications: CPA Candidate
Memberships: Vermont Society of CPAs (VTCPA), American Institute of CPAs (AICPA)
Education: University of Vermont, Burlington, VT; BSBA with a concentration in Accounting, a theme in Sustainability and Minor in Psychology
Resides: Burlington, Vermont
Position: Associate Accountant
Certifications: Enrolled Agent
Memberships: The National Association of Enrolled Agents
Education: University of Phoenix; Masters in Business Administration; Castleton State College, Castleton, VT; Bachelor of English
Resides: Rutland City, Vermont
Position: Associate Accountant
Memberships: Vermont Society of CPAs (VTCPA)
Education: Florida State University, Tallahassee, FL; Bachelor of Science in Accounting
Resides: Williston, Vermont
Position: Associate Accountant
Memberships: Sigma Beta Delta Member, Vermont Society of CPAs (VTCPA)
Education: Castleton University, Castleton, VT; Bachelor of Science in Accounting
Resides: Burlington, 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
*Copper Leaf Financial is an affiliated and separately registered entity.
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
Position: Office Coordinator, Copper Leaf Financial
Education: Saint Lawrence University, Canton, NY; B.A. in English Literature and Sociology
Resides: Colchester, Vermont
*Copper Leaf Financial is an affiliated and separately registered entity.