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, his family, and their dog Aspen live in West Des Moines.  They enjoy spending time with family, friends, and being active in 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

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

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