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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), CPA Firm Management Association, Women Business Owners Network 

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 Chair-elect, 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

Meet Molly Passalacqua.

*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: Senior Staff Accountant

Education: Bachelor's Degree from Champlain College, Burlington, VT; Working towards Bachelor's Degree in Technical Management-Finance from DeVry University

Resides: Shelburne, Vermont

Position: Remote Staff Accountant

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: Remote Staff Accountant

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: Remote Staff Accountant

Certifications: QuickBooks Online Certified ProAdvisor, Bill.com Certified Advisor

Education: University of Vermont, Burlington, VT; B.A. in Economics

Resides: Enosburgh, VT

Position: Remote Staff Accountant

Certifications: Bill.com Certified Advisor, QuickBooks Online Certified ProAdvisor

Memberships: American Institute of Certified Public Accountants (AICPA), Vermont Society of CPAs (VTCPA), National Association of Certified Public Bookkeepers (NACPB) 

Education: Champlain College, Burlington, VT: B.S. in Accounting

Resides: Burlington, 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

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

Memberships: Vermont Society of CPAs (VTCPA)

Education: University of Colorado, Fort Collins, CO; B.A. in Sociology and a minor 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: 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: Vermont Society of CPAs (VTCPA)

Education: University of Vermont, Burlington, VT; B.S., Business Administration with a concentration in Accounting and a theme in Sustainability; Minor in Psychological Science

Resides: Monkton, 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: Associate Wealth Advisor I, 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: 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.