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ANDREW DORR
Position: Partner
Education: Bachelor of Arts, University of Iowa
Years Experience: 11
Position Description:
Andrew came into the financial services industry just before the 2008 financial crisis. That time was an amazing education—and it helped Andrew understand that this job isn’t just about money. It’s also about being a trusted advisor and confidant who can help solve problems the client may have never even known they had. That’s the rewarding part of the job.
Accreditations/Awards/Honors:
Certified Financial Planner®
Family/Hobbies:
Andrew and his wife Sarah live in Clive, Iowa with their children Harrison and Madeline. They are actively involved in their children’s school (where Andrew serves on the Board of Trustees) and their local church. In his spare time, Andrew enjoys spending time with his family, fly fishing, and working on home improvement projects.
Money Quote: “Nine-tenths of tactics are certain and taught in books; but the irrational tenth is like the kingfisher flashing across the pool, and that is the test.” – T. E. Lawrence
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist
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KRISTEN CROUTHAMEL
Associate Advisor
TODD DOORENBOS
Due Diligence Officer & Product Specialist
PHIL KOSMALA
Investment Committee Advisor
DAN SMITH
Finance Manager
ERIN KINMAN
Director of Operations
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ALEX PEREZ
Client Service Professional
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MARTINA VALLINE
Administrative Assistant
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LAURA EMERY
Client Services Representative
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist
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KRISTEN CROUTHAMEL
Associate Advisor
TODD DOORENBOS
Due Diligence Officer & Product Specialist
PHIL KOSMALA
Investment Committee Advisor
DAN SMITH
Finance Manager
ERIN KINMAN
Director of Operations
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ALEX PEREZ
Client Service Professional
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MARTINA VALLINE
Administrative Assistant
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