Kelly is the Director of Client Services at Insight Wealth Group. A native of Iowa, she has worked in the financial services and real estate industries since graduating from the University of Northern Iowa in 2002. With joint degrees in finance and real estate, as well as a Masters of Business Administration, Kelly brings a wealth of experience and knowledge to the Insight Team.
Kelly has spent the last 5 years working 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 every day to accomplish.
Kelly lives in Clive, Iowa and in her spare time enjoys teaching a Zumba Fitness class.