WILLISTON, Vt., June 14, 2021 – Maia Furnari has joined Copper Leaf Financial as an Office Coordinator. Maia has a Bachelor of Arts degree in English Literature and Sociology from Saint Lawrence University in Canton, NY.
Maia brings strong communication and organizational skills that she acquired from previous positions including three years as a Legal Assistant for Langrock, Sperry and Wool, LLP.
Maia will provide extensive support to Copper Leaf’s clients and work closely with the wealth management 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 with expert staff including experienced CPAs and Certified Financial Planner™ professionals.
Maia Furnari, Office Coordinator