Welcome Jackie Winkler!
We are thrilled to announce the addition of Jackie Winkler to Copper Leaf Financial! Jackie comes to us with a business degree from St. Michael's College. For more information see the full press release below.
WILLISTON, Vt., August 3, 2020 – Jackie Winkler has joined Copper Leaf Financial (CLF) as a Client Services Associate. Jackie graduated from St. Michael’s College with a Bachelor of Science degree in Business Administration and a minor in Economics and Political Science. Previously, she worked as Operations Support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.
Jackie 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.