ERIN KINMAN

Position: Director, Operations

Education: BA in Communications, BS in Psychology, University of Dubuque

Years Experience: 12

Position Description:

Erin serves as a vital link between clients, their advisor and their investments. She is often used as a resource by clients to assist with the day-to-day management of their account, performance and tax reporting and providing the occasional great story about a wild boar hunt.

Accreditations/Awards/Honors:

Series 7 & 66 licensed, Graduated Cum Laude from University of Dubuque

Family/Hobbies:

Erin lives with her husband Miles in Dexter, Iowa. In her spare time, she enjoys gardening, hunting, beekeeping and farming.

Money Quote: “Too many people spend money they earned…to buy things they don’t want…to impress people they don’t like.” – Will Rogers

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Wealth Manager

BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant

BREANNE JACOBS
Wealth Operations Associate

PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Wealth Manager

BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant

BREANNE JACOBS
Wealth Operations Associate

PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate