Our Team
John W. Davis
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Bret L. Hodgdon
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Michael L. Thompson
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Molly Passalacqua
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Breanna Sykes
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Jackie Winkler
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Maia Furnari
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Kathryn Diedrichsen
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John W. Davis, CPA, CFP®, PFS, CVA, CEPA

John is a Partner of Copper Leaf Financial. He is a graduate of the University of Vermont with a degree in accounting and is also an alumnus of the Leadership Champlain program in Burlington, Vermont. John is a CPA with 35+ years of experience in the financial world including both public accounting and financial planning. John works with business owners on succession planning to help facilitate the continued success of all areas of the business, including key people over time. He focuses on working with clients to help achieve their short- and long-term financial goals – mindful of the need to adjust strategies as life circumstances evolve. John lives in Williston, Vermont with his wife Sand and has two grown children – Zach Davis of Williston, Vermont and Erin Davis of Tulsa, Oklahoma. In his spare time John enjoys golfing, skiing, gardening, and anything and everything dealing with entrepreneurs.

John earned the CFP® professional designation in 1982 and during his years as an investment professional he also earned the FINRA Series 7 (General Securities Representative) providing him with the qualifications necessary to make different types of trades with corporate securities.

Bret L. Hodgdon, CPA, CFP®, CFE, CGMA

Bret is a Partner of Copper Leaf Financial.  He is a CPA and CFP® professional and graduate of Lyndon State College with a degree in Accounting and Business Administration.  Bret also graduated from Leadership Champlain and most recently from the Champlain College Excellence in Executive Leadership (ExcEL) 2013. With over 20 years of financial experience including public accounting and financial planning, Bret works closely with individuals and business owner clients to define their financial goals and fine-tune strategy to help ensure sound financial strategies. He lives in Jericho, Vermont with his wife Nicole and their two children, Grace and Gavin. Bret is a devoted Red Sox fan and enjoys skiing and spending time with his family.

Bret earned the CFP® professional designation and and during his years as an investment professional he also earned the FINRA Series 7 (General Securities Representative) providing him with the qualifications necessary to make different types of trades with corporate securities.

 
Michael L. Thompson, CAP®, AIF®, AEP®

Michael is our senior wealth advisor with more than 20 years of experience helping clients achieve their financial goals. With deep wealth management experience, he takes his time to get to know our client’s unique circumstances and most important values, goals, and priorities. He serves as the steward and director of our planning process, driving strategy, bringing together expertise, and delivering on our promise of true, comprehensive planning and wealth management. Michael’s particular areas of expertise are around evidence-based and sustainable investing, retiree transitions, and complex estate and philanthropic planning. Michael is also an entrepreneur, experiencing success when he founded an organic food distribution company while attending the University of Florida. He remains passionate about small business and sustainable food systems and served for many years on the board of directors of Burlington’s Intervale Center. Michael and his wife live on a farm in Jericho, Vermont.

Michael holds the AIF® (Accredited Investment Fiduciary®) designation, AEP® (Accredited Estate Planner) designation and is a Chartered Advisor in Philanthropy (CAP®). His current licenses include the FINRA Series 66 (Uniform Combined State Law) and during his years as an investment professional he earned a number of additional licenses including the FINRA Series 7 (General Securities Representative), Series 24 (Registered Securities Principal), Series 51 (Municipal Securities Limited Principal), and Series 63 (Uniform Securities Agent State Law).

Molly Passalacqua, CWS®

Molly is a Wealth Advisor with a Bachelor of Science in Corporate Finance and Accounting from Bentley University. Molly holds her Certified Wealth Strategist (CWS®) designation through the Cannon Financial Institute and a Certificate in Financial Planning from Boston University. Molly is working toward achieving the Certified Financial Planner (CFP®) certification in 2021.

Molly started her career at JP Morgan, as a Senior Analyst, focused on mutual fund and partnership tax. Prior to joining Copper Leaf Financial, she worked for BNY Mellon Wealth Management for seven years, most recently serving as a Wealth Manager; She has deep experience in Private Banking, through her roles at BNY Mellon.

She has a passion for helping clients define their financial and lifestyle goals. She enjoys developing custom tailored plans for how these objectives can be achieved and helping clients find success over time.

Molly’s current license is the FINRA Series 65 certification (Uniform Investment Adviser Law Examination).

Molly grew up in Vermont but spent the last 12 years in Boston, where she met her husband Charles. Her love of family, summers on Lake Champlain and winters in the mountains, brought her back to “home” in 2020.

Meet Molly Passalacqua.

Breanna Sykes

Breanna is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education and has spent the last 5 years as a Wealth Advisor.

Breanna has a passion for educating clients about their finances and teaching them how to plan for the future in order to learn how to retire. She enjoys taking the time to understand her client’s goals and lifestyles in order to provide the best service possible.

Breanna grew up in the Adirondacks but has spent the last 10 years in South Carolina with her husband, Jon, and children, Abigail and Jackson, due to her husband’s military career. Her passion for the outdoors and being an avid snowboarder has brought her back to Vermont where she spent much of her childhood.

Breanna is working toward the Certified Financial Planner (CFP®) certification and is currently attending the CFP® course program at North Carolina State University. During her years as an investment professional she also earned the FINRA Series 66 License (Life, Accident, Health & Variable Insurance) as well as Series 7 License (General Securities Representative) providing her with the qualifications necessary to make different types of trades with corporate securities.

Meet Breanna Sykes

Jackie Winkler

Jackie is an Associate Wealth Advisor. She is a graduate of St. Michael's College where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.

Jackie grew up in New York City and moved to Vermont in 2012. She is an avid boater and enjoys fishing.

Maia Furnari

Maia is the Office Coordinator at Copper Leaf Financial. She is a native Vermonter and currently resides in Mallets Bay. Maia is a 2018 graduate of Saint Lawrence University where she double majored in English Literature and Sociology.

Prior to joining Copper Leaf she gained several years’ of experience in the legal field working as an estate planning and family law legal assistant in downtown Burlington.

In her free time Maia enjoys being out on Lake Champlain boating and fishing, and spending time with her fiancé and two dogs Stella and Artie.

Kathryn Diedrichsen

Position: Firm Administrator

Memberships: VT Human Resources Association (VTHRA), Society of Human Resource Managers (SHRM), Board member of Women Business Owners Network (WBON) and Vermont Pet Partners of Vermont.

Education: Elon University, Elon, NC; B.S., Business Administration, Leadership Champlain Class of 2014

Resides: Essex, Vermont

Investing in Professional Financial Planners

At Copper Leaf Financial, we are dedicated to attracting and retaining the highest caliber of professionals. Our financial planners have obtained and maintain the most highly regarded professional designations: Certified Financial Planner™ and Certified Public Accountant. Having a CPA as a Financial Planner provides a trusted advisor, an accredited professional aware and mindful of all tax implications related to your investments and financial planning, and one who is not a commissioned salesperson. In addition, many of our clients have already worked with our CPAs at Davis & Hodgdon Associates. As well, we make substantial investments in our team members through continued education and varied professional resources within their respective areas of concentration. 

When you partner with us, we offer clear, easily understood explanations of the financial planning process. Copper Leaf Financial clients have a solid understanding of when they may be able to retire, how they can meet their goals and the risk and return expectations for each of their investments. We consult with our clients’ legal and insurance providers to ensure their best interests are front and center when we develop a personalized program and roadmap.