Your employees matter, we’re the piece their retirement plans need.

Our independence and objectivity is exemplified by the time tested partners we collaborate with across the industry.

Your time is valuable, we can help you save it with a Pooled Employer Plan.
Adopting into a Pooled Employer Plan eliminates time you’re spending on forms, filings and fees.


Proudly CEFEX Certified
Partnering with Insight Financial Partners that is CEFEX certified* ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes to employer sponsored qualified retirement plans.
Higher probability of enhanced portfolio outcomes
Documented, repeatable processes are more likely to generate higher returns over time.
Increased transparency
We describe our process and value accountability to the investor.
Increased oversight
Paired with Insight Financial Partners professionals with decades of experience in the qualified and non-qualified plan market space in many industries.
“Our client relationships originate and are sustained through our passionate belief in our social responsibility to prudently guide our plan participants to financial wellness. It is this belief that becomes the foundation of our partnerships and investment co-fiduciary relationships.”
– Michael K. Smith
Managing Partner, Insight Financial Partners, LLC
Logistics
Law Offices
Schools
Manufacturing
It takes more than a plan, you need a team.

Michael K. Smith, C(k)P®,CPFA®,CRPS®, AWMA®, AIFA®
Managing Partner, Insight Financial Partners, LLC

Morgan Burkle, CPFA®
Partner
Insight Financial Partners, LLC
Puzzle Institutional Consulting Services

John E. Klaas, Jr.
CEO & Founder

Karoline O’Connor
Executive Director & CSO

Steven Connolly, CFP®
CIO & Controller

David Millington, CFP®, CEPA®
President & COO

John E. Klaas, Jr.
CEO & Founder

Karoline O’Connor
Executive Director & CSO

Steven Connolly, CFP®
CIO & Controller

David Millington, CFP®, CEPA®
President & COO

Robert A. Davit, CIMA®
Managing Director

Kathleen Ann Miller
Director, Operations

Alexander William Klaas
Wealth Advisor

Christopher John Sagan, CFP®, AWMA®
Wealth Advisor

Mark Gorman
Director, Trading

Allison Tregoning
Operations

Braylin Mensik
Operations

Robert A. Davit, CIMA®
Managing Director

Kathleen Ann Miller
Director, Operations

Alexander William Klaas
Wealth Advisor

Mark Gorman
Director, Trading

Braylin Mensik
Operations

Nicholas Joseph Shealy, CRPS®
Retirement Plan Specialist

Allison Tregoning
Operations

Christopher John Sagan, CFP®, AWMA®
Wealth Advisor
Connecting with an advisor is the first piece.
Toll-Free: 844.IFP.401k