Financial Planning with an Educator’s Touch

I joined Greenhill Financial Partners because I believe financial planning should be as genuine and transparent as the relationships we build. Greenhill’s commitment to fee-only, fiduciary advice, lasting client relationships, and community education truly resonates with me. These values mirror my own approach to helping people find clarity in their financial lives.

My path to financial planning hasn’t been linear, but it’s given me a unique perspective and over a decade of diverse experience to draw from. After earning my Master of Arts in Mathematics Education, I spent six years teaching high school math, drawn by a love of numbers and the challenge of making the complex feel accessible. I found deep satisfaction in empowering students to tackle challenges and build confidence, a passion that continues to guide my work today.

When I decided to transition from education, I took time to explore what came next, embracing the uncertainty and complexity of a career change. That journey led me into finance, where I spent time in a variety of roles, growing my skills, earning industry licenses, and learning how to support people through life’s transitions. Each step brought new challenges and opportunities, ultimately preparing me for my current role as an advisor and advocate for others.

Now, as the lead financial planner for Greenhill’s Montpelier branch, I’m proud to bring that experience to individuals and families across Central and Northern Vermont. My office space may be new, but my commitment to helping clients make sense of the messy, complex parts of their financial lives is unwavering. I draw on my background as an educator and my own experience navigating big transitions to create a welcoming, judgment-free space, especially for women and others who haven’t always seen themselves reflected in this industry.

I believe education is the foundation of empowerment. Whether you’re planning for retirement, saving for a major milestone, or simply trying to get a better handle on your finances, I’m here to listen, guide, and partner with you every step of the way.

When I’m not working, you’ll likely find me outdoors with my husband and two young daughters, or enjoying a long run, the quiet space where I move big ideas forward.

If you’re in Montpelier or anywhere in Central Vermont and ready to start your financial journey, or even if you just have questions, I’d love to connect.

kassie@greenhillfp.com | 802-383-6700