
KELLY BOESCH
Position: Director of Client Services
Education: BA Finance, BA Real Estate, University of Northern Iowa; MBA, University of Phoenix
Years Experience: 16
Position Description:
Kelly works directly with members of Insight’s founding team and their clients. Her passion for our clients’ well-being and the work she does to provide them with an outstanding client experience makes her the epitome of what Insight Wealth Group strives to accomplish every day.
Family/Hobbies: Kelly lives in West Des Moines, Iowa with her husband Jake and children Jack and Naomi.
Money Quote: “Wealth is the ability to fully experience life.” —Henry David Thoreau
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

LAURA EMERY
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
