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
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
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 Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.