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