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Position: Managing Partner/Founding Owner of Davis & Hodgdon Associates (formerly John Davis and Associates CPAs) in 1990. 30+ 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), Personal Financial Specialist (PFS), Certified Financial Planner™ professional 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 Vice Chair of the Vermont Economic Progress Council (VEPC). John 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: 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: 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)

Education: University of Vermont, Burlington, VT; B.S. Accounting

Resides: Wells, Vermont

Position: Bookkeeper/Tax Preparer

Certifications: Microsoft Certified Trainer (MCT), Certified Bill.com Expert, QuickBooks Online Certified ProAdvisor

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

Memberships: American Institute of CPAs (AICPA), Vermont Society of CPAs (VTCPA), New Hampshire Society of CPAs (NHCPA)

Education: Bachelor of Science in Biology from California State University Long Beach; Currently pursuing a Bachelor of Science in Business with an emphasis in Accounting at Castleton University, Vermont. Lori will enter the Masters in Accounting program at Castleton University in the Fall of 2018

Resides: Rutland, Vermont

Position: Tax Supervisor

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: CPA Candidate 

Memberships: Vermont Society of CPAs (VTCPA)

Education: Southern New Hampshire University, Manchester, NH; B.S. in Accounting and Finance

Resides: Rutland Town, Vermont

Position: Associate Accountant

Certifications: CPA Candidate

Memberships: Vermont Society of CPAs (VTCPA)

Education: Saint Michael’s College, Colchester, VT; B.S. Accounting

Resides: Burlington, Vermont

Position: Associate Accountant

Certifications: CPA Candidate

Memberships: Vermont Society of CPAs (VTCPA)

Education: Johnson State College – Northern Vermont University, Johnson, VT; Certification of Proficiency in Accounting

Resides: Jericho, 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: 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: Marketing Coordinator

Education: St. Michael’s College, Colchester, VT; B.S., Psychology

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: Associate Wealth Advisor, Copper Leaf Financial

Education: Endicott College, Beverly, MA; B.A., Art Therapy

Resides: Richmond, 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