top of page

About Us

It’s our promise that your plan will be completely tailored to your individual needs while respecting your time and money. 

041B7533-631E-4D56-9665-3FDC5F47DE81_edited.jpg

Our Founder

IMG_5318_edited_edited.jpg

Montedoro Financial was founded by Cassandra Kowalski in 2022.

 

Cassandra has been a licensed insurance producer since 2019.

 

She started her career in Charlotte, North Carolina, and later expanded across the southern states.

​

Cassandra is now licensed in 10 different states! Cassandra routinely goes above expectations for her clients. 

 

After witnessing how impactful having the right life insurance plan can be for so many families at the most difficult times of their lives, Cassandra became passionate about helping her clients feel supported, protected, and ultimately preserve their family’s legacy.

Founder Cassandra  Kowalski
E773AD6F-F9FC-4B1A-B994-BD43488A0B73.jpeg

Timothy Kyle Dueitt

Licensed Life Insurance Broker

Lucedale, Mississippi

672310A1-BD5F-4697-BF8D-B70A8A3FA433.jpeg

Shanice Wilson Carr

Licensed Life Insurance Broker

Melbourne, FL

F23B4595-D1C3-4385-B5C0-EB567EC2DF20.jpeg

Blaise Allen

Licensed Life Insurance Agent

Tampa, FL

71B08487-8CED-4263-8051-AD80E3460982.heic

Logan Blackfan

Licensed Life Insurance Agent

Nashville, TN

Meet The Team

Waves _edited_edited_edited_edited.png

Why Choose Montedoro Financial?

Montedoro Financial's goal is to find the right coverage and financial products for each individual client no matter their age or health.

 

We offer various structured products for ALL ages from the most reputable, top-rated companies. We ensure that our client's life, home, and retirement are protected. 

 

Montedoro Financial has helped hundreds of individuals and their families find the most cost-effective programs, receive cash back on overpaid policies, even protect and grow retirement accounts.

 

We also ensure that plans will never unexpectedly expire or increase in price. 

 

Our brokers guarantee that we will find the right policy for you and your family. We give you peace of mind knowing that when tragedy occurs, you and your family are protected.

 

We retain long-standing relationships with our clients by providing them with the best plan to individually fit their needs. 

Hear what some of Cassie's clients are saying about her outstanding service…
Waves _edited_edited_edited_edited.png

Rosa D.

“ After Cassie became a member at our church I asked her to review what policies my family had. She was the only agent I met that found a policy for my brother with health problems. She also protected the lives of all of my grandbabies. She calls me every year on my birthday and we always stay in touch.”

Cynthia E.

“Ms. Cassie has been a blessing to me and my husband in helping us get insurance, as well as, helping us get back money in a time of need. She also took out time and patience to make sure that we were satisfied.”

bottom of page