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

Providing fiduciary support services to employer sponsored retirement plans in an independent and objective manner.

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.

A Pooled Employer Plan allows employers the opportunity to delegate duties and have access to significant pricing discounts by combining assets of adopting employers under one plan.

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
Independent fiduciary assessments focus oversight on process, so virtually all situations are covered.

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.

Nicholas Joseph Shealy, CRPS

Retirement Plan Specialist Puzzle Institutional Consulting Services

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 Wealth Solutions

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

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

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

Connecting with an advisor is the first piece.

Our well-seasoned management team is ready to take on whatever challenges you have for us, no matter how complex. We love a good puzzle.
Phone: (847) 867-9271 Toll-Free: 844.IFP.401k