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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Al Montana

Founder and President

Al Montana is the Founder and President of Montana Insurance and Financial Services, Inc. He has been assisting Ohioans since 1994 and now has hundreds of clients in the central Ohio area. As an independent agent, Al is free to give objective advice and find the policy that meets your needs.

Al specializes in obtaining the proper medical coverage for his clients while saving them on Medicare Supplement and Part D Medicare (Prescription Drugs), or Medicare Advantage. In most cases, he can help reduce the cost of your insurance needs. This includes Auto, Homeowners, Commercial, Life and Individual/Group Health Insurance.

Mr. Montana is highly respected in the industry as a member of both the Million Dollar Round Table and the AARP Member Advisory Council. His agency has been a BBB accredited business since February 2005.

Al Montana currently resides in Dublin, Ohio with his wife Nancy and their two children. The foundation of his practice begins with family, faith and integrity. Go Buckeyes!

Tracie Bellaw

Independent Licensed Agent

Tracie Bellaw has 25 years of experience in the insurance industry. She started in 1985 as a Records File Clerk, working her way up to an Underwriter at a major insurance company located in German Village.

Ms. Bellaw is licensed in Property and Casualty and specializes in Auto, Homeowners and Commercial Insurance. Being an independent agent allows her to shop the rates so her clients don’t have to.

Tracie was born and raised in Columbus where she currently resides with her two children. She loves watching their sports games and is an avid Ohio State and Cleveland Browns fan. Go Buckeyes!

Taylor Musick

Independent Licensed Agent

Taylor Musick is licensed in Property and Casualty and specializes in Auto, Home and Commercial Insurance. Being an independent agent allows her to shop the rates, so her clients don’t have to.

Taylor was born and raised in Columbus and currently lives in Marion with her fiance and her three Great Danes. She is an avid dog lover and loves spending time with family and going on motorcycle rides with her family and friends.

She is a pleasure to work with and looks forward to hearing from you. Call Taylor today for a free quote comparison.