OUR TEAM
INSIGHT WEALTH GROUP
WEALTH MANAGEMENT
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
CAPITAL MARKETS
CPA & TAX SERVICES
SCOTT MANHART
Partner, CPA
CHRIS OBERREUTER
Director, Tax Services, CPA
STEVE SMALL
CPA
DENISE WALTER
CPA
WAYNE ANDERSEN
CPA
BLAKE JEFFREY
CPA
JESSICA BEMRICH
Senior Accountant
CATHY SNYDERS
Senior Accountant
KYLE STOLZE
Senior Accountant
JENNIFER ADKINS
Senior Accountant
GERLY PELAEZ
Senior Accountant
COURTNEY MOTT
Senior Accountant
JOSH JORGENSEN
Staff Accountant
ELENA MICHELS
Payroll Specialist
OLIVIA STOUT
Staff Accountant
AMANDA COOK
Administrative Assistant
ALICE MANHART
Administrative Assistant
We want to meet you!
Get started with Insight Wealth Group
today by scheduling a free 1 hour meeting.
We want to meet you!
Get started with Insight Wealth Group today by scheduling a meeting.
