
DAN SMITH
Position: Finance Director
Education: Bachelor of Business Administration, Major: Accounting, Iowa State University
Years Experience: More than 30 years overall in various roles as an accountant, auditor, controller, financial advisor, operations manager, and tax preparer.
Position Description: Dan manages the closing processes for the Capital Markets group and provides guidance to clients with FINRA advertising submissions.
Accreditations/Awards/Honors: CPA, PFS (Personal Financial Specialist), Securities Registrations-7, 24, 27, 63
Family/Hobbies: Dan has been married since 1983 and has five children. Dan’s hobbies include backpacking, camping, woodworking, and restoring old Ford trucks.
Money Quote: “It’s unwise to pay too much, but it’s worse to pay too little. When you pay too much, you lose a little money – that’s all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do. The common law of business balance prohibits paying a little and getting a lot—it can’t be done. If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that you will have enough to pay for something better.” —John Ruskin
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
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 KLEIS
Partner
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








