Marketing Manager
CurrentDavis & Hodgdon Associates CPAs has been serving Vermont’s residents and entrepreneurs for more than 25 years. Our proactive approach make us more than an accounting firm - we counsel our clients on a wide range of financial and management issues, resulting in better decision making and more confidence in their success. As part of our dedication to our clients' overall financial health, we offer wealth management and investment services through our affiliated financial planning firm, Copper Leaf Financial LLC. Copper Leaf brings together holistic and comprehensive financial planning with the careful, tax-aware eye of the CPA. Copper Leaf is dedicated to transparency - we accept NO commissions. We give our clients objective, fiduciary advice, planning and implementation that is data driven and we are bound by law to act in the best interest of our clients - always.My role in both firms is to strengthen client retention through various methods including surveys and information distribution (regular communications, social media content sharing). I'm also committed to the promotion of new and existing business services.
