Copper Leaf Financial, LLC

Jacquelyn Thibeault is a financial advisor at Copper Leaf Financial, LLC with four years of industry experience and holds the Series 65 designation. Her prior work includes roles at Vermont State Employees Credit Union, Kinney Drugs, and Saint Michael's College. Copper Leaf Financial, LLC is a fee-only, registered investment adviser providing comprehensive wealth management, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm primarily serves well-educated professionals, executives, and established business owners, employing a service model centered on financial planning and Investment Policy Statements with predominantly passive asset-class portfolios.

John Davis is a CFP® with 25 years of industry experience, currently serving at Copper Leaf Financial, LLC. His prior experience includes roles at Cambridge Investment Research and Davis & Hodgdon Associates CPAs PLC. Outside of advisory work, he is an owning member of 33 Blair Park LLC, a property management and consulting business. Copper Leaf Financial, LLC is a fee-only registered investment adviser providing comprehensive wealth management and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes an initial financial plan and written Investment Policy Statement, implementing predominantly passive asset-class portfolios with regular reviews and tax management.

Breanna Sykes is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She has worked at Copper Leaf Financial, LLC since 2020 and previously held positions at Bridge Financial Partners and Wells Fargo. Copper Leaf Financial, LLC is a fee-only registered investment adviser that provides comprehensive wealth management, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm primarily serves well-educated professionals, executives, and established business owners, focusing on IPS-aligned, predominantly passive asset-class portfolios using mutual funds and ETFs.

Bret Hodgdon is a CFP® professional with 16 years of experience in financial advising. He is a partner at Copper Leaf Financial, LLC, where he has worked since 2015, and has prior experience at Cambridge Investment Research Advisors, Inc. Additionally, he is a practicing CPA and owner at Davis & Hodgdon Associates CPAs PLC. Copper Leaf Financial, LLC is a fee-only registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes comprehensive wealth management with IPS-aligned, predominantly passive portfolios, and coordinates services with an affiliated accounting firm.