OUR TEAM
INSIGHT WEALTH GROUP
WEALTH MANAGEMENT
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Independent Financial Advisor
KRISTEN CROUTHAMEL
Financial Advisor
KARLIE BOWN
Administrative Assistant
LAURA EMERY
Client Services Representative
ALLISON KLEIS
Marketing Director
PHIL KOSMALA
Investment Committee Advisor
NICK MEYER
Intern
ALEX PEREZ
Client Services Representative
CAPITAL MARKETS
CPA & BUSINESS SERVICES
SCOTT MANHART
Partner, CPA
CHRIS OBERREUTER
Director, Tax Services, CPA
STEVE SMALL
CPA
DENISE WALTER
CPA
WAYNE ANDERSON
CPA
BLAKE JEFFREY
CPA
JESSICA BEMRICH
Senior Accountant
CATHY MAUK
Senior Accountant
ROBERT MONK
Senior Accountant
KYLE STOLZE
Senior Accountant
MORGAN HARRIS
Senior Accountant
JENNIFER ADKINS
Senior Accountant
GERLY PELAEZ
Senior Accountant
ELENA MICHELS
Payroll Specialist
DAGAN MARTIN
Staff Accountant
AMANDA COOK
Administrative Assistant
ALICE MANHART
Administrative Assistant
OLIVIA STOUT
Intern
YOHALI ILUNGA
Intern
