IFS ADVISORS - Key Persons
Job Titles:
- Director of Planning Services for Insight Financial 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 for two national insurance corporations, as well as Director of Client Relations at a private wealth management firm in Overland Park, Kansas. Greg was also responsible for implementing the endorsed, full financial services programs of the Missouri and Kansas Veterinary Medical Associations.
Prior to joining IFS, Greg was the Investment Specialist for a national insurance company's regional office in Overland Park, Kansas. Greg's responsibilities included training of all registered representatives, design and implementation of financial plans and product selection when appropriate.
As a Chartered Life Underwriter (CLU®) and a Registered Financial Consultant (RFC®), Greg brings a broad planning perspective of risk and wealth management to both his own clients, as well as to those of Insight Financial Services. In addition, Greg has obtained the Behavioral Financial Advisor (BFA) designation that was created to assist clients in recognizing potential non-rational, or emotional reactions to market behavior, portfolios, and investing. The ultimate objective is helping the client achieve their planning goals.
Greg and his wife, Tammy, enjoy spending time with their children, practicing their shot at the firing range, going to the theatre and listening to live music.
Job Titles:
- 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, Kelly spent eight years working with a registered investment adviser serving high net-worth clients.
Kelly enjoys meeting with clients and helping them achieve their financial goals. She received her B.S. in Business Administration from the University of Missouri-Kansas City.
In her spare time, Kelly enjoys traveling, volunteering, reading, and spending time with her husband and daughter.
Job Titles:
- Director of Trading, Chief Compliance Officer
- Head of Trading and Portfolio Management for IFS
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 Manager and Chief Compliance Officer.
Larry is the head of trading and portfolio management for IFS. He personally oversees the day-to-day management of client portfolios and is co-chairman of the Firm's investment committee. He is also a member of the Market Technician's Association (MTA). He is a graduate of the University of Kansas and holds a Bachelor of Science Degree in Business Administration and Finance.
Larry is a die-hard KU basketball and Kansas City Royals baseball fan. He enjoys spending his free time with family and friends, as well as playing golf, indoor soccer, and softball.
Job Titles:
- Compliance Coordinator
- Compliance Coordinator for Insight Financial Services
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 her career working with Pete Martinez in 2002 at a large national corporation. A graduate of Kansas State University in 2002, Lisa majored in Family Financial Planning and has a minor in Business. While a student in 2001, she was on Kansas State's national finalist American Express Financial Planning Team.
Lisa and her husband, Jeff, reside in Rural Franklin County, Kansas with their two sons and daughter. She enjoys high school sports, photography, quilting, and spending time with family.
Job Titles:
- 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...
Pete founded Insight Financial Services in 2006 to spend more time focusing on the needs of individual clients. With over 26 years of experience in banking and financial services, Pete constructs investment strategies that focus on the client and place their goals beside the realities of their assets and expenses. At Insight Financial Services, each client receives one-on-one planning specific to their financial goals. Open communication and honesty are not just necessary, but critical when creating an investment plan. IFS can best steward the financial well-being of clients who are engaged and committed to understanding their investments and being a part of the plan.
Prior to launching IFS, Pete was the regional Investment Specialist for a national insurance company's Overland Park, Kansas office. While there, he was a Registered Representative and Investment Adviser Representative of the company's investment and securities division. As a manager and supervisor in the organization, he oversaw the success, productivity, and earnest commitment of insurance and investment professionals around the Midwest. Before joining his prior employer, he was a Portfolio Manager for a private firm in Overland Park. He started his financial services career with the Bank of New York as a manager.
Pete served on active duty in the United States Air Force during the Gulf War. In 2004, he resigned his commission and therefore position as Captain in the Missouri Air National Guard and Personnel Officer in the 139th Air Lift Wing in St. Joseph, Missouri. Pete holds a Bachelor of Science Degree in Finance as well as a Master's Degree in Business Administration (MBA).
Job Titles:
- Client Services Specialist
As a Client Services Specialist, Tracy assists clients with all aspects of the client experience. Her role is to assist clients with inquiries and provide information regarding their accounts or investments. Prior to joining the IFS team in 2021, she worked in the healthcare industry providing care and financial services for over 25 years.