KARLTON KLEIS

Position: Partner

Education: BA, Northwestern College; MBA in Structured Finance, University of Iowa

Years Experience: 21

Position Description:

Karlton oversees specialized client needs and manages product analytics for Insight Wealth Group’s broker/dealer, Arete.

Family/Hobbies:

Karlton and his wife, Allison, live outside Grimes, Iowa, with their three children, Emerson, Griffin and Greer. In his spare time, Karlton serves on the Board of Directors of the Mercy Foundation and enjoys spending time at the ball field watching his children play softball and baseball.

Money Quote: “Opportunity is missed by most people because it is dressed in overalls and looks like work.” —Thomas Edison

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