Email: [email protected]

John W. Davis

CPA, CFP®

Founding Partner

40 years public accounting experience. Also, founder and President of Copper Leaf Financial, an affiliated entity offering financial planning and wealth management services.

Education

  • University of Vermont, Burlington, VT
  • B.S. Accounting, Leadership Champlain, Burlington, VT

Resides: Williston, Vermont

Certifications

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ professional

Memberships

  • Vermont Society of CPAs (VTCPA) and the American Institute of CPAs (AICPA)
  • Member of the South Burlington Rotary
  • Former 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.