
TODD DOORENBOS
Position: Due Diligence Officer & Product Specialist
Education: BA in Political Economics, Iowa State University
Years Experience: 13
Position Description: Todd specializes in analytics, products and due diligence.
Accreditations/Awards/Honors:
CFA
FRM
CAIA
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate
INSIGHT WEALTH GROUP
ANDREW KLEIS
Partner
ANDREW DORR
Partner
BEN MORROW
Wealth Manager
BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant
BREANNE JACOBS
Wealth Operations Associate
PHIL KOSMALA
Investment Committee Advisor








