Team
ACTIVE
Pete Martinez, MBA
President and Owner
As a manager and supervisor in the organization, he oversaw the success, productivity, and earnest commitment of insurance and investment professionals around the Midwest. This position required diligent...
Kelly Stephenson
Branch Operations Manager
Kelly serves as the Operations Manager for Insight Financial Services. She has been in the financial services industry since 2000. Prior to joining the Firm, Kelly was the Operations Team Leader....
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...
Greg Keal, CLU®, RFC® , BFATM
Director of Planning Services
Greg serves as the Director of Planning Services for Insight Financial Services. He entered the financial services industry in 1984. Greg's tenure in the business has included working as an adviser...
Michael Rood
Private Wealth Manager
913-402-2021
Mike entered the financial services industry in 1991 right after graduating from the University of California Irvine with a degree in Economics. He started his career doing fee-based financial planning...
Jace Champlin
Private Wealth Manager
Jace entered the financial services industry in 2008 after graduating from Northwest Missouri State University with a Degree in Finance. Jace worked for a big box corporation for the first five years of his career...
Lisa Meyer
Compliance Coordinator
Lisa serves as the Compliance Coordinator for Insight Financial Services. Her role is to ensure that the procedures of IFS are consistent with all applicable regulatory authorities. She began....
Lorinda Gregg
Executive Assistant
As the Firm’s Executive Assistant, Lorinda is responsible for coordinating Pete’s travel, scheduling client meetings, maintaining our client information database, and providing back office support to the IFS...