Team

Pete founded Insight Financial Services in 2006 to spend more time focusing on the needs of individual clients. With over 25 years of experience in banking and financial services, Pete constructs investment strategies...

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’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 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...

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.... 

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...

As a Client Services Specialist, Tracy assists clients with all aspects of the client experience...