Position: Director of Client Services
Education: BA Finance, BA Real Estate, University of Northern Iowa; MBA, University of Phoenix
Years Experience: 12
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
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.