OUR TEAM

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate Advisor

KARLIE BROWN
Administrative Assistant

LAURA EMERY
Client Services Representative

ALLISON KLEIS
Marketing Director

PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Intern

ALEX PEREZ
Client Services Representative

INSIGHT WEALTH GROUP

ANDREW KLEIS
Partner

ANDREW DORR
Partner

KARLTON KLEIS
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

MADISON PHILLIPS
Administrative Assistant/Client Services

LAURA EMERY
Client Services Representative

INSIGHT CPA

SCOTT MANHART
Partner

CHRIS OBERREUTER
Director, Tax Services

STEVE SMALL
CPA

Wayne Andersen
CPA

BLAKE JEFFREY

CPA

JESSICA BEMRICH
Senior Accountant

CATHY SNYDERS
Senior Accountant

ROBERT MONK
Senior Accountant

KYLE STOLZE
Senior Accountant

JENNIFER ADKINS
Senior Accountant

GERLY PELAEZ
Senior Accountant

ELENA MICHELS
Payroll Specialist

Amanda Cook
Client Service

ALICE MANHART
Administrative Assistant

OLIVIA STOUT
Intern

INSIGHT CPA

SCOTT MANHART
Partner

CHRIS OBERREUTER
Director, Tax Services

STEVE SMALL
CPA

JESSICA BEMRICH
Senior Accountant

Wayne Andersen
CPA

Elizabeth Graham
CPA

ELENA MICHELS
Payroll Specialist

Amanda Cook
Client Service

CATHY MAUK
Senior Accountant

CHEYNE HESSE
Senior Tax Accountant

ROBERT MONK
Senior Accountant

KYLE STOLZE
Senior Accountant

MORGAN LEGLEITER
Senior Accountant

BLAKE JEFFREY
CPA

ALICE MANHART
Administrative Assistant

We want to meet you!

Get started with Insight Wealth Group
today by scheduling a meeting.

We want to meet you!

Get started with Insight Wealth Group today by scheduling a meeting.