Kassandra Kolbet

Kassandra began a career in insurance following the birth of her daughter, who just turned 1-year old November 9^th, 2024. After being just five credits shy of degree in health sciences, she changed career paths and decided to dive into work with her father, (Lance).

Kassandra wanted a job where she was of service to others. Carrying this desire over from the field of medicine, she anticipates pursuing the knowledge and accolades her father holds and equally looks forward meeting and learning about her client’s individual needs, so she is better equipped to assist them in their financial planning and growth.

In 2025, Kassandra will be sitting for her securities licenses for the SIE and the Series 7. This will be crucial in helping her clients plan beyond their health care, and she is thrilled to be expanding her knowledge base.

Serving and connecting with others has been a constant theme in Kassandra’s life. She is excited to grow as an advisor and is undoubtedly committed to those she helps. The privilege to be trusted in assisting with the finances and lives of others is something she treasures and holds in high value.