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Our Team

Mike is the Managing Partner of Insight Financial Partners, LLC, an independent Registered Investment Advisory firm. He has over 28 years of senior leadership experience in the Corporate Sponsored Retirement Plan Industry, including 15...

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Jerry Kalish, AIF®, AIFA®

Managing Partner, Insight Financial Advisors, LLC

Jerry is the Managing Partner of Insight Financial Advisors, LLC, an independent Registered Investment Advisory firm. He has over 40 years of experience consulting on the administration of retirement programs sponsored by C-Corporations...

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Morgan is a partner with Insight Financial Partners. She currently holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA), a part of the American Retirement Association...

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