Insight Financial Services

Pedro Martinez is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Securities America, Inc. and Securities Service Network. Martinez has been associated with Insight Financial Services and related entities since 2006. Insight Financial Services offers discretionary portfolio management, comprehensive financial planning, pension consulting, and educational seminars to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with Modern Portfolio Theory and employs a range of trading strategies while maintaining ongoing account monitoring and rebalancing.

Tracy Mc Cormick is a financial advisor at Insight Financial Services with a Series 65 designation and one year of industry experience. Prior to joining the firm, Tracy worked in orthodontic practices for over a decade. Outside of financial advising, Tracy serves as a Notary Public in Overland Park, KS. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory and offers personalized, suitability-driven advice on a discretionary basis.

Kelly Stephenson is a financial advisor at Insight Financial Services with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms including Securities America, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a Girl Scouts troop leader. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory and emphasizes suitability-driven, discretionary advice.

Gregory Keal is a financial advisor at Insight Financial Services with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Securities Service Network. Outside of his advisory role, he volunteers for the Center for Recorded Music. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory and manages approximately $197 million in discretionary client assets.

Lawrence Broxterman is a financial advisor at Insight Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Securities Service Network. Broxterman is also involved as an independent insurance agent and operates Brox Capital Management, LLC. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory and manages approximately $197 million in discretionary assets.