OUR TEAM

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate Advisor

BRYSON HAMILTON
Investment Analyst

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

MARTINA VALLINE
Administrative Assistant

INSIGHT WEALTH GROUP

ANDREW KLEIS
Partner

ANDREW DORR
Partner

KARLTON KLEIS
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate Advisor

BRYSON HAMILTON
Investment Analyst

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

MARTINA VALLINE
Administrative Assistant

INSIGHT CPA

SCOTT MANHART
Partner

CHRIS OBERREUTER
Director, Tax Services

STEVE SMALL
CPA

JESSICA BEMRICH
Senior Accountant

Wayne Andersen
Senior Accountant

Elizabeth Graham
Senior Accountant

Zach Nicoletto
Accountant

Amanda Cook
Client Service

CATHY MAUK
Senior Accountant

CHEYNE HESSE
Senior Tax Accountant

JOE WEISS
Senior Accountant

ROBERT MONK
Senior Accountant

KYLE STOLZE
Senior Accountant

MORGAN LEGLEITER
Senior Accountant

BLAKE JEFFREY
Senior Tax Accountant

INSIGHT CPA

SCOTT MANHART
Partner

CHRIS OBERREUTER
Director, Tax Services

STEVE SMALL
CPA

JESSICA BEMRICH
Senior Accountant

Wayne Andersen
Senior Accountant

Elizabeth Graham
Senior Accountant

Zach Nicoletto
Accountant

Amanda Cook
Client Service

CATHY MAUK
Senior Accountant

CHEYNE HESSE
Senior Tax Accountant

JOE WEISS
Senior Accountant

ROBERT MONK
Senior Accountant

KYLE STOLZE
Senior Accountant

MORGAN LEGLEITER
Senior Accountant

BLAKE JEFFREY
Senior Tax Accountant

We want to meet you!

Get started with Insight Wealth Group
today by scheduling a meeting.

Let’s Meet

We want to meet you!

Get started with Insight Wealth Group today by scheduling a meeting.

Let’s Meet