ANDREW KLEIS

Position: Partner

Education: Bachelor of Arts, Finance from University of Northern Iowa

Years Experience: 17

Position Description:

With more than 17 years in the financial services industry, Andrew has seen the industry from the ground up during one of the most tumultuous times the economy and markets have ever faced. These experiences have given Andrew the passion to help his clients build financial plans to live the lives they want.

Accreditations/Awards/Honors:

Accredited Investment Fiduciary (AIF)

Family/Hobbies:

Andrew’s family consists of his wife Kristin and their two children Madison and Graham. He would be in trouble if he didn’t also mention their dog Aspen. With maintaining a full work schedule, outside of work the Kleises enjoy spending time with family, friends and being active with their local church.

Money Quote: “You can only worry about those things you can control.”

INSIGHT WEALTH GROUP

ANDREW DORR Partner

BEN MORROW Independent Financial Advisor & Insurance Specialist

BRYSON HAMILTON Investment Advisor

TODD DOORENBOS Due Diligence Officer & Product Specialist

JOEY MILLER Investment Committee Advisor

PHIL KOSMALA Investment Committee Advisor

DAN SMITH Finance Manager

KELLY ENGLE Director of Client Services

ERIN KINMAN Director of Operations

INSIGHT WEALTH GROUP

ANDREW KLEIS Partner

ANDREW DORR Partner

KARLTON KLEIS Partner

BEN MORROW Independent Financial Advisor & Insurance Specialist

JOEY MILLER Investment Committee Advisor

TODD DOORENBOS Due Diligence Officer & Product Specialist

PHIL KOSMALA Investment Committee Advisor

BRYSON HAMILTON Investment Advisor

DAN SMITH Finance Manager

KELLY ENGLE Director of Client Services

ERIN KINMAN Director of Operations