Overland Park, KS - Main Office

Larry Broxterman
Investment Specialist

Licenses and Appointments:

Series 65 Registered Investment Advisor
Series 63 Uniform State Law
Series 7 General Securities Representative
Series 24 General Securities Principal

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 Manager and Chief Compliance Officer.

Larry is the head of trading and portfolio management for IFS.  He personally oversees the day to day management of client portfolios and is co-chairman of the firm’s investment committee.  Larry has passed Level 1 of the Chartered Market Technician (CMT) program and hopes to earn the full designation in 2011.  He is also a member of the Market Technicians Association (MTA).  He is a graduate of the University of Kansas and holds a Bachelor of Science in Business Administration and Finance.

Larry is a die-hard KU basketball and Royals baseball fan and enjoys spending his free time with family and friends as well as playing golf, indoor soccer and softball.

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Greg Keal, CLU, RFC
Director of Planning Services

Licenses and Appointments:

Series 63 Uniform State Law
Series 6 General Securities Representative
L&H Life and Health Insurance Licensed

Greg serves as the Director of Planning Services for Insight. Greg entered the financial services industry in 1984, and holds the Series 6 and 63, as well as being an Investment Advisor Representative. Greg's tenure in the business has included working as an advisor for two national insurance corporations as well as Director of Client Relations at a private wealth management firm in Overland Park. Greg was also responsible for implementing the endorsed, full financial services programs of the Missouri and Kansas Veterinary Medical Associations.

Prior to joining IFS, Greg was the Investment Specialist for a national insurance company's regional office in Overland Park, KS. Greg's responsibilities included training of all registered representatives, design and implementation of financial plans and product selection.

As a Chartered Life Underwriter (CLU) and a Registered Financial Consultant (RFC®), Greg brings a broad planning perspective of risk and wealth management to both his own clients as well as those of Insight Financial Services.

Greg and his wife Kris have five children and are avidly involved in all their activities.
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Kelly Stephenson
Operations Manager

Licenses and Appointments:

Series 7 General Securities Representative
Series 24 General Securities Principal

Kelly serves as the Operations Manager for Insight Financial Services. She has been in the financial services industry since 2000. Prior to joining Insight Financial Services, Kelly was the Operations Team Leader at a registered investment advisor serving high-net worth clients.

Kelly’s responsibilities include, but are not limited to, working with our advisors and key specialists in the transition of client accounts and account related service requests. She earned a Bachelor of Science in Business Administration degree at the University of Missouri-Kansas City.

In her spare time, Kelly enjoys traveling, scrapbooking, reading and spending time with her husband and daughter.
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Lisa M. Meyer
Compliance Coordinator

Licenses and Appointments:

Series 63 Uniform State Law
Series 7 General Securities Representative
Series 24 General Securities Principal
L&H Life and Health Insurance Licensed

Lisa serves as the Compliance Coordinator for Insight Financial Services. Lisa's role is to ensure that the procedures of IFS are consistent with all applicable regulatory authorities.

She began her career working with Pete Martinez in 2002 at a large national corporation. A graduate of Kansas State University in 2002, Lisa majored in Family Financial Planning and has a minor in Business. While a student in 2001, she was on Kansas State's national finalist American Express Financial Planning Team.

Lisa and her husband Jeff reside in Ottawa, Kansas with their two sons, Jotham and Josiah.  She enjoys high school sports, photography, quilting, and spending time with family.
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Julia R. Martinez, MSE
Director of Client Education Services

Julia serves as the Director of Client Education Services and Education Services Liaison for Insight Financial Services. A graduate of the University of Central Missouri (formally CMSU) with a Master of Science in Secondary Educational Administration (MSE), a Bachelors of Science in Education for Secondary Education, majoring in Social Studies with a minor in English. Her background in classroom education and curriculum as well as education administration provides Insight Financial with a client directed service that few firms offer.
Julia is the planner and coordinator of Insight Financial's adult education program and instructional courses. One of these courses named Passport to Retirement™, focuses on assisting individuals and families prepare for their future in a relaxed, education-based classroom setting. The goal of this course is to assist individuals by providing them with the tools necessary to make informed decisions regarding their financial future and assist them in feeling more confident and decisive about what they want and their options. Julia also coordinates the Taking Control™ course; a classroom course focused on financial management specifically for women.

Julia's background includes serving as an urban educator before working with the firm. Outside of Insight Financial Services, Julia lends her time to charitable organizations that support the safety of children. Julia enjoys spending her free time with her family, friends, outdoor activities, cooking and a good mystery novel.
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Anthony Leardi
Registered Representative

Licenses and Appointments:

Series 63 Uniform State Law
Series 6 Investment Company Representative

Anthony is a native of Kansas City and serves as a business specialist for Insight Financial Services. He holds the Series 6 and 63 and is also life and health insurance licensed. Anthony started his career in the financial services industry in 1991 working not only as a representative, but also as a trainer and recruiter of financial services professionals. Through out this time and today, Anthony's focus has remained in working in the areas of Retirement Planning and Executive Benefits.

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