
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 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








