Copper Leaf Financial Promotes Maia Furnari to Firm Administrator
WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…
Ashlee Solarczyk CFP®, CWS® Joins Copper Leaf Financial
WILLISTON, Vt., October 16, 2023 – Ashlee Solarczyk has joined…
Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits
A recent article authored by Mark Henricks on Yahoo Finance…
Preparing for Student Loan Payment Resumption
Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…
Meet the Associate: Erica Dixon
Meet the Client Services Associate: Erica Dixon Erica Dixon is…
ESG Investing: How is Your Portfolio Impacting the World?
When it comes to measuring the “impact” of ESG investing…
Women & Finance: Battling the Gender Pay Gap
The gender pay gap is still prevalent and remains to…
Copper Leaf Financial Welcomes Erica Dixon
WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined…
Wealth Advisor
UPDATE: New team member added, but we are always open…