Copper Leaf Financial Welcomes Audrey Brueckner
WILLISTON, Vt., April 1, 2019 – Audrey Brueckner has joined Copper Leaf Financial (CLF) as a Client Services Associate. Audrey graduated from the University of Vermont with a Bachelor’s of Science in Animal Science and Associates in Business Administration. She has over 8 years of customer services experience working for the largest dental office in Vermont.
Audrey will provide extensive support to Copper Leaf’s clients and work closely with the financial planning team to provide operational and administrative assistance.
Copper Leaf Financial, LLC is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm has served clients for over 15 years with expert staff, which include experienced CPAs and Certified Financial Planner™ professionals.