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

CLIENT SERVICES TEAM

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Client Services Manager

CLIENT SERVICES TEAM

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Client Services Manager

FINRA Broker Check

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.