Team
Main Office
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 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...
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 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...
Madison Blevins
Client Services Specialist