Meet Kassi

A little bit more about Kassi...

I'm a natural planner who pays attention to details, while also understanding how people think and what motivates us. In my work, this allows me to provide authentic, realistic advice with the empathy that financial decisions deserve. With over 20 years in wealth management, I combine thoughtful analysis with straightforward guidance, offering the clarity you need as retirement approaches. My faith guides me to be a valuable resource who is committed to acting in your best interest.

What drives me each day is helping clients find peace amidst financial complexity. When you're unsure about your options or need someone who can anticipate what you haven't yet considered, I’m here to step in as your thinking partner and guide. My greatest fulfillment comes from transforming uncertainty into understanding, and helping you fully comprehend both the benefits and tradeoffs of every financial decision you make.

When I'm not helping clients navigate their financial journeys, I'm cheering on my teenage sons at lacrosse games, enjoying the outdoors kayaking or golfing, or escaping into a good sci-fi movie—it’s my perfect way to "disappear" from the real world for a while.