WILLISTON, Vt., October 16, 2023 – Ashlee Solarczyk has joined *Copper Leaf Financial as a Wealth Advisor. Ashlee is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the Certified Wealth Strategist (CWS®) designation. She has a bachelor’s degree in business and a certificate for entrepreneurial management from the University of Iowa. Ashlee brings a wealth of expertise in the finance industry and most recently spent 12 years as an Advisor for Schwab Wealth Advisory in Phoenix, Arizona.
Ashlee looks forward to working with Copper Leaf clients to help them find success and comfort with the development of custom-designed financial plans that integrate all aspects of their lives.
Copper Leaf Financial, LLC is a fee-only, fiduciary registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm includes a leadership team with licensed CPAs and Certified Financial Planner® professionals who can contribute an unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments, and insurance. For more information visit www.copperleaffinancial.com.
Davis & Hodgdon Advisory Group (DHAG) is a business and financial services firm with locations in Williston and Rutland Vermont. DHAG is a one-of-a-kind financial firm with the unique ability to offer tax planning through Davis & Hodgdon CPAs, financial and investment planning through *Copper Leaf Financial, and client accounting services through Convergent Accounting. These comprehensive services address all of your business and individual needs and each has a fully dedicated staff. Since 1990 the firm has provided clients with progressive, proactive services through expert staff, high-end technology, and unparalleled efficiency.
*Copper Leaf Financial is an affiliated and separately registered entity.