Insight Financial Services

David Pacer is a CFP® with 26 years of industry experience, currently serving at Insight Financial Services. He has previously worked at Infinitas and Commonwealth Financial Network. Pacer is also the owner of Pacer Financial Group, LLC and co-owner of Infinitas LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and various investment strategies tailored to client objectives and risk tolerance.

Blake Workman is a financial advisor at Insight Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Infinitas. Workman is also the owner of BEW Financial, LLC, a private entity engaged in securities, advisory, and insurance business. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $213.8 million in assets and applies a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies as appropriate.

Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.

Tracy Mc Cormick is a financial advisor at Insight Financial Services with one year of industry experience. She holds a Series 65 designation and previously worked in orthodontics before joining the financial sector. Outside of advising, she is a commissioned Notary Public. Insight Financial Services provides discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, tailoring advice to client objectives and employing both fundamental and technical investment strategies.

Vanessa Taylor is a financial advisor with Insight Financial Services, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is a co-owner of Prestige Transportation, a business she has been involved with since 2015. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios based on individual objectives and risk tolerance, employing a range of investment strategies and third-party asset managers.

Kelly Stephenson is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 65 and Series 66 licenses and 20 years of industry experience. His career includes roles at Securities America, Securities Service Network, National Planning Corporation, and Prairie Capital Management. He serves as a Girl Scouts troop leader, organizing meetings and learning activities. Insight Financial Services provides discretionary portfolio management, modular financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and employs an investment approach that integrates fundamental and technical analysis with modern portfolio theory, using discretionary management and third-party asset managers to tailor advice to client objectives.

Neal Gudiseva is a CFP® professional with five years of experience in financial advising. He is currently with Insight Financial Services and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Insight Financial Services offers discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, managing approximately $213.8 million in assets as of December 31, 2025. The firm combines fundamental and technical analysis with modern portfolio theory and may employ strategies such as short-term trading and options, tailoring advice to each client’s objectives and risk tolerance.

Gregory Keal is a financial advisor with Insight Financial Services in Overland Park, KS, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes positions with Securities America, Inc. and Securities Service Network. Outside of advising, he volunteers for the Center for Recorded Music. Insight Financial Services offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, estates, and other entities. The firm customizes its investment approach based on client objectives and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.

Lawrence Broxterman is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes roles at Securities America, Inc., Securities Service Network, and National Planning Corporation, alongside long-term involvement with Insight Financial Services since 2006. He is also self-employed as an independent insurance agent and involved with Brox Capital Management, LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and tailors advice to clients’ objectives using a combination of fundamental and technical analysis, along with modern portfolio theory.