JOHN W. DAVIS APPOINTED AS CHAIR OF WAKE ROBIN BOARD OF DIRECTORS

Copper Leaf Financial is very pleased to announce the appointment of Founding Partner John W. Davis, CFP® as Chair of the Wake Robin Board of Directors.

“It is a privilege to take on the role of Chair of the Wake Robin Board of Directors”, said Davis. “I have great admiration for the people who make Wake Robin a special community, and I’m excited about the opportunity to continue to work together to honor its traditions, embrace new possibilities, and continue creating a community where people can thrive.”

Having officially retired as a practicing CPA from *Davis & Hodgdon CPAs in 2023, Davis continues to manage general operations within Copper Leaf Financial. He also remains very involved in the community as a member of the South Burlington Rotary.

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.