OUR TEAM
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist
BRYSON HAMILTON
Investment Advisor
TODD DOORENBOS
Due Diligence Officer & Product Specialist
PHIL KOSMALA
Investment Committee Advisor
DAN SMITH
Finance Manager
KELLY BOESCH
Director of Client Services
ERIN KINMAN
Director of Operations

Summer Rhoads
Client Services
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist
TODD DOORENBOS
Due Diligence Officer & Product Specialist
PHIL KOSMALA
Investment Committee Advisor
BRYSON HAMILTON
Investment Advisor
DAN SMITH
Finance Manager
KELLY BOESCH
Director of Client Services
ERIN KINMAN
Director of Operations

Summer Rhoads
Client Services
INSIGHT CPA
SCOTT MANHART
Partner
CHRIS OBERREUTER
Director, Tax Services
JOHN SHORT
CPA
DENISE WALTER
CPA
BRENDA GROSS
Senior Accountant
JESSICA BEMRICH
Senior Accountant
RAVEN KRAUSE
Accountant

Wayne Andersen
Accountant

Elizabeth Graham
Accountant

Zach Nicoletto
Accountant

Amanda Cook
Accountant

AJ Finn
Accountant
INSIGHT CPA
SCOTT MANHART
Partner
CHRIS OBERREUTER
Director, Tax Services
JOHN SHORT
CPA
DENISE WALTER
CPA
BRENDA GROSS
Senior Accountant
JESSICA BEMRICH
Senior Accountant
RAVEN KRAUSE
Accountant

Wayne Andersen
Accountant

Elizabeth Graham
Accountant

Zach Nicoletto
Accountant

Amanda Cook
Accountant
