Erica Dixon, former client services manager at Bridge Financial Partners, has joined Copper Leaf Financial as client services associate and paraplanner. In her new role, she will provide extensive support to Copper Leaf’s clients and work closely with the wealth management team to provide operational and administrative assistance.
Dixon brings to Copper Leaf strong communication and organizational skills that she acquired from 16 years of professional experience in the construction, retail, government, nonprofit and consulting-services sectors.
Copper Leaf Financial is a fee-only, fiduciary registered investment adviser, serving clients nationwide from offices in Williston and Rutland.