KELLY BOESCH

Position: Director of Client Services

Education: BA Finance, BA Real Estate, University of Northern Iowa; MBA, University of Phoenix

Years Experience: 16

Position Description: 

Kelly works directly with members of Insight’s founding team and their clients. Her passion for our clients’ well-being and the work she does to provide them with an outstanding client experience makes her the epitome of what Insight Wealth Group strives to accomplish every day.

Family/Hobbies: Kelly lives in West Des Moines, Iowa with her husband Jake and children Jack and Naomi.

Money Quote: “Wealth is the ability to fully experience life.” —Henry David Thoreau

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

KRISTEN CROUTHAMEL
Associate Advisor

BRYSON HAMILTON
Investment Analyst

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

CRAIG MORTIZ
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

BRYSON HAMILTON
Investment Analyst

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

CRAIG MORTIZ
Client Services Representative