Tag: staff

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

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.