Andrew Kleis is a Founder and Partner of Insight Wealth Group. Andrew has worked in the financial services industry for more than a decade and has seen the industry from the ground up during one of the most tumultuous times our economy and industry have ever faced. Those experiences have instilled a passion for working with clients to help them build financial plans to live the lives they want.
Andrew started his career at a large wire-house firm. While it was certainly a valuable experience, Andrew saw that the best way to accomplish his client’s financial goals was to work with a small, independent advisory firm and eventually returned to Des Moines to work for a Top 100 Independent Financial Advisor.
Like everyone at Insight, Andrew finds the greatest joy in working with a select group of clients who need his expertise in their lives. He works to build strong and lasting bonds with his clients and takes their financial success personally.
As an Accredited Investment Fiduciary, Andrew has worked hard to study and develop a platform that supports the needs of his clients. The financial planning and portfolio allocation strategies Andrew uses on behalf of clients are essential to the Insight Wealth Group approach.
He and his wife, Kristin, live in West Des Moines with their daughter Madison and son Graham. Andrew is an active member of his local church and enjoys spending his free time with his family, friends, and their dog, Aspen.