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... 

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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.... 

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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® , 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...

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Michael Rood

Private Wealth Manager



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...

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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...

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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.... 

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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...

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