Tag: staff

More Tax Season Fun: Guess the Pet!

May 06, 2021
During our firm-wide tax FUN! initiative our staff submitted pictures of their pets so that everyone else could guess who they belong to.

Meet the Associate: Jackie Winkler

Dec 09, 2021
Jackie is an Associate Wealth Advisor with Copper Leaf Financial, LLC. She is a graduate of St. Michael's College, where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.