Before entering the financial industry, I spent six years teaching high school mathematics. What drew me to teaching was not only the subject itself, but the moment when someone realized they could understand something that had once felt out of reach.

I loved creating a space where people felt comfortable asking questions, thinking out loud, and learning without fear of being judged.

Teaching led me into learning and development, and eventually into financial planning. The subject matter changed, but the work I loved never really did.

Listening carefully. Asking thoughtful questions. Making complicated ideas more approachable. Helping people understand the decisions in front of them and feel more confident making them.

Some of my favorite moments happen at the end of a meeting, when someone tells me they feel better than they did when we started. Not because every question has been answered, but because together we've brought clarity to something that once felt overwhelming—and because they know they don't have to navigate it alone.

Outside of work, I'm fortunate to call Vermont home, where I live with my husband and our two young daughters. When I find a quiet moment, you'll usually find me out for a long run, exploring Vermont with my family, or with a sketchbook somewhere nearby.

About Kasandra