DAN SMITH

Position: Finance Director

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

Years Experience:  More than 30 years overall in various roles as an accountant, auditor, controller, financial advisor, operations manager, and tax preparer.

Position Description: Dan manages the closing processes for the Capital Markets group and provides guidance to clients with FINRA advertising submissions.

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

Family/Hobbies: Dan has been married since 1983 and has five children.  Dan’s hobbies include backpacking, camping, 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

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

KELLY BOESCH
Director of Client Services

ERIN KINMAN
Director of Operations

Summer Rhoads
Client Services

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 BOESCH
Director of Client Services

ERIN KINMAN
Director of Operations

Summer Rhoads
Client Services