Copper Leaf Financial Promotes Maia Furnari to Firm Administrator

WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted Maia Furnari as Firm Administrator. Maia has been with Copper Leaf since 2021 and recently earned a Master of Business Administration degree at Champlain College.

“We are thrilled to welcome Maia to our leadership team”, said Kathryn Diedrichsen, Chief Operating Officer, SHRM- SCP at Copper Leaf Financial. “She has been a tremendous asset to us, and we are extremely confident in her ability to manage all of the firm’s administrative and operational processes.”

As Firm Administrator Maia is responsible for maintaining an organized and efficient firm as well as ensuring that operations and client service runs smoothly. She is involved in the day-to-day business of the Firm and actively works in administration and office workflow, compliance, communications, finance, and human resources.

Copper Leaf Financial, LLC is a fee-only, fiduciary 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 includes a leadership team with licensed CPAs and Certified Financial Planner® professionals who can contribute an unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments, and insurance. For more information visit www.copperleaffinancial.com.

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