Rebecca Fetterman has joined Copper Leaf Financial (CLF) as a Client Services Associate. Rebecca is a graduate of Endicott College in Beverly, Massachusetts. She has over 10 years of customer service experience, eight within the finance industry.
Rebecca will provide extensive support to Copper Leaf’s clients and work closely with the financial planning team to provide operational and administrative assistance.
CLF is a full-service firm with offices in Rutland and Williston, Vermont with advisors who offer financial planning and investment solutions for individuals, businesses, trusts and foundations. The firm has served clients for over 15 years with expert staff, which include experienced CPAs and Certified Financial Planner™ professionals.