WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined Copper Leaf Financial as a Client Service Associate/Paraplanner. Erica brings strong communication and organizational skills that she acquired from 16 years of professional experience including key operational roles in construction, retail, government, nonprofit and consulting services. Most recently, and within the past five years, she has worked in the wealth management industry.
Erica will provide extensive support to Copper Leaf’s clients, and she will work closely with the wealth management team to provide operational and administrative assistance.
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.