KELLY ENGLE
Position: Director of Client Services
Education: BA Finance, BA Real Estate, University of Northern Iowa; MBA, University of Phoenix
Years Experience: 12
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 Des Moines, Iowa with her husband Jake, dog Abe and cat Chief and in her spare time enjoys teaching Zumba fitness classes.
Money Quote: “Wealth is the ability to fully experience life.” —Henry David Thoreau
INSIGHT WEALTH GROUP
ANDREW KLEIS Partner
ANDREW DORR Partner
KARLTON KLEIS 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
Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.
Tax and accounting services are offered through Insight CPA. Insight CPA is not affiliated with Arete Wealth Management or Arete Wealth Advisors.