DAN SMITH

Position: Finance Manager

Education:  Bachelor of Business Administration, Major: Accounting, Iowa State University

Years Experience:  28

Position Description: Dan partners with business clients to assess their pain points and provides solutions that allow them to focus on what they enjoy—running their business. We provide excellent accounting, tax and payroll service as well as phenomenal customer relations.

Accreditations/Awards/Honors: CPA(inactive), PFS (Personal Financial Specialist), Securities Registrations: Series 7, 24, 27, and 63

Family/Hobbies: Dan has been married to his wife for 34 years and they have five children. Dan’s hobbies include being outdoors maintaining our acreage, woodworking and restoring old Ford trucks.

Money Quote: “It’s unwise to pay too much, but it’s worse to pay too little.  When you pay too much, you lose a little money – that’s all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do. The common law of business balance prohibits paying a little and getting a lot—it can’t be done.  If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that you will have enough to pay for something better.” —John Ruskin

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