ERIN KINMAN

Position: Director, Operations

Education: BA in Communications, BS in Psychology, University of Dubuque

Years Experience: 12

Position Description:

Erin serves as a vital link between clients, their advisor and their investments. She is often used as a resource by clients to assist with the day-to-day management of their account, performance and tax reporting and providing the occasional great story about a wild boar hunt.

Accreditations/Awards/Honors:

Series 7 & 66 licensed, Graduated Cum Laude from University of Dubuque

Family/Hobbies:

Erin lives with her husband Miles in Dexter, Iowa. In her spare time, she enjoys gardening, hunting, beekeeping and farming.

Money Quote: “Too many people spend money they earned…to buy things they don’t want…to impress people they don’t like.” – Will Rogers

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

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

KRISTEN CROUTHAMEL
Associate Advisor

MARTINA VALLINE
Administrative Assistant

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

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

KRISTEN CROUTHAMEL
Associate Advisor

MARTINA VALLINE
Administrative Assistant