Pete Martinez, MBA
President and Private Wealth Manager
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...
Financial Advisor, Operations Manager
Kelly serves as a Financial Advisor and the Operations Manager for Insight Financial Services. She has been in the financial services industry since 2000. Prior to joining IFS in 2009...
Director of Trading, Chief Compliance Officer
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...
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...
Client Services Specialist
As a Client Services Specialist, Tracy assists clients with all aspects of the client experience...
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....