
BREANNE JACOBS | Wealth Operations Associate
Breanne Jacobs brings 14 years of experience working alongside Independent Financial Advisor Ben Nelson, and she is excited to continue that partnership as part of the Insight team. In her operations role, Breanne is often the steady hand behind the scenes — anticipating client needs, keeping things running smoothly, and making sure every detail is handled with care. Her long tenure reflects not only her dedication to the team, but the trust she has built with clients over the years.
Outside the Office
Breanne is a mom to three children and is married to Josh, who serves as Business Manager for the Adel DeSoto Minburn Community School District. The family loves spending time outdoors, and Breanne has a particular passion for golf and cherishing time with family. Right now, one of her greatest joys is cheering on her youngest — a 6-year-old — on the soccer field and at the tee ball diamond.
Favorite Quote:
“You can’t start the next chapter if you keep rereading the last.” -Author Unknown
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor







