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913.402.2020

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Team


 

Main Office

Pete Martinez, MBA

President and Owner

Licenses and Registrations: Series 24 General Securities Principal Series 7 General Securities Representative Series 65 Registered Investment Adviser Series 63 Uniform State Law Investment Adviser Representative of Insight Financial...

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Larry Broxterman

Investment Specialist

Larry’s career began in 2000 with a large financial services company where he served as a Registered Representative and later became the Investment Department Manager. He joined Insight Financial Services in 2006 as the Investment...

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Greg Keal, CLU®, RFC®

Director of Planning Services

Greg serves as the Firm’s Director of Planning Services. He entered the financial services industry in 1984, is an Investment Adviser Representative, and holds the Series 6 and 63 Licenses. Greg's tenure in the...

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Kelly Stephenson

Branch Operations Manager

Licenses and Registrations: Series 24 General Securities Principal Series 7 General Securities Representative Series 63 Uniform State Law Registered Individual of National Planning Corporation Kelly serves as the Operations Manager...

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Kim Reiter

Director of Community Relations

Kim began her career in the insurance and financial services industry in 2001. In her work with Insight Financial Services, she conceived and built the Insight Financial Services Senior College, a no-cost, no-obligation program...

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Lisa Meyer

Compliance Coordinator

Licenses and Registrations: Series 24 General Securities Principal Series 7 General Securities Representative Series 63 Uniform State Law Life and Health Insurance Licensed Registered Individual of National Planning Corporation Lisa...

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Lorinda Gregg

Office Administrator

As the Firm’s Office Administrator, Lorinda is responsible for setting appointments for Pete, verifying client information is current, and providing back office support to the IFS Team. She has worked in the financial services industry...

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West Wichita Office

Tom Stark is a Registered Representative and Branch Manager of National Planning Corporation in Wichita, Kansas. Tom has more than 20 years in the insurance and investment industry as both an Independent Adviser and trainer of...

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East Wichita Office

Redginal "Reggie" Johnson is an Investment Adviser Representative and Registered Representative with National Planning Corporation. Reggie is located in the Wichita, Kansas branch office of Insight Financial Services...

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New York Office

Louis Cook, LUTCF®, CLTC, RFC®

Branch Manager, Financial Planner, Financial Consultant

718-494-3801

718-494-3824

Lou Cook has been a Special Needs Life & Estate Planner for over 20 years. He specializes in helping parents and caregivers plan for their children or dependents with Special Needs and for the Elderly, analyzing on a ...

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Tulsa Office

Terry P. Kolkmann, CLU®, ChFC®

Branch Manager, Financial Planner, Financial Consultant

918-494-2718

918-494-2092

Terry Kolkmann brings a wealth of experience and knowledge to his many clients. He works with individuals and small businesses to help them meet their current and future financial needs, whether it is in the areas of investments...

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