
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 KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate 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

MARTINA VALLINE
Administrative Assistant

LAURA EMERY
Client Services Representative
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
Partner
BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate 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

MARTINA VALLINE
Administrative Assistant
