OUR TEAM

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

TAX + ACCOUNTING TEAM

BRENDA GROSS
Accountant

DAN SMITH
Director, Financial Accounting

TAX + ACCOUNTING TEAM

BRENDA GROSS
Accountant

DAN SMITH
Director, Financial Accounting

CLIENT SERVICES TEAM

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Director of Operations

CLIENT SERVICES TEAM

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Director of Operations

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FINRA Broker Check

Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.

Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.