Broker Check

Team

Money is one of the most intimate aspects of our lives, and consequently, working with a financial planner is a deeply personal relationship. That is why we place great value in each and every interaction that our clients have with any member of the Insight Private Advisors’ team.

We have built a team of highly competent professionals with expansive and diverse backgrounds who share a common commitment to putting clients’ needs first. We start the financial planning process by getting to know you and your unique situation. Through regular contact by e-mail, telephone and in person, we remain informed of all of the changes in your life – both financial and personal.

We invite you to learn more about the accomplishments and deep level of experience of our professionals who will partner with you.

*Strategic Partner. All entites listed are separate entities from PKS Investments and Insight Private Advisors.

 
Rob founded Insight Private Advisors in 2014 and, prior to that, Insight Financial Services in 2004.

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James Grehl

Chief Executive Officer, Holmdel

(732) 837-9072

(908) 575-7526

Jim is the Chief Executive Officer of Insight Private Advisors and has served in this capacity since its inception in 2014.

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Wayne co-founded Insight Private Advisors in 2014 and joined Insight Financial Services in 2004 after serving AT&T for 30 years. In 2010, he became a partner of the firm, in charge of operations in the Somerville office.

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David Weinblatt

Chief Financial Officer, Bridgewater

(908) 575-7526

(908) 788-4599

Dave joined Insight Private Advisors in 2014 as chief financial officer. He previously served as a consultant helping to set up operational practices for the growing firm. Prior to joining the Insight family of companies, Dave was a...

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John H. Chapel

Wealth Advisor, Flemington

(908) 333-0886

(908) 788-4599

John operates an investment planning based practice responsible for both individual and corporate clientele. He has 30 years of financial services experience including TDWaterhouse, now known as TDAmeritrade, and Wells Fargo Advisors....

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Prior to joining the Insight team in 2012, Steven began his financial services career in 2005 at Prosperian Wealth Management, LLC developing and implementing financial and estate planning strategies for his clients. Leveraging his...

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Jim joined the Insight team in March 2011. He is a certified investment management practitioner who has been providing financial guidance since 1984. He was formerly with Northwestern Mutual and prior to that with New England Financial...

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Eric brings more than 20 years of experience, including 2 years as a financial advisor with Morgan Stanley Smith Barney and many years of account management experience with AT&T; Telcordia; Atrion Corporation; and Arbinet, Inc.

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Scott joined Insight Private Advisors in November 2014. His practice is tailored to help people determine and realize their personal lifestyle aspirations.

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Steve has over 30 years of experience in the securities industry. His experience in portfolio management and corporate and divisional management gives him a broad perspective of the issues relevant to investment implementation.

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Martin was first affiliated as a strategic partner when he was President of Nielsen Financial Group in Hillsborough, NJ. He chose to become an advisor with the firm in July 2012. He has been involved in the retirement planning field...

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Shelley joined Insight Private Advisors when founded in 2014 and Insight Financial Services in 2007, managing client relationships and providing financial advice.

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Kevin Ryan

Wealth Advisor, Pennington

(609) 730-4941

(609) 730-4943

Kevin is a Financial Advisor with Insight Private Advisors with 8 years of experience in financial services and 30 years in the business world. His focus is financial planning for families, particularly for college and retirement. He...

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Gregg has served in the financial industry for more than 10 years. He joined Insight Private Advisors at its inception in 2014. Gregg is also a partner of Insight Private Advisors' affiliate, Premier College Funding. He specializes in...

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John brings more than 30 years of experience to his wealth planning practice with extensive experience in strategic planning and personal coaching.

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Sharon Faas

Director of Client Relations, Bridgewater

(908) 483-9637

Sharon serves Insight Private Advisors as Director of Client Relations.

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Pat has served Insight Private Advisors as Chief Compliance Officer since its founding in 2014. She joined Insight Financial Services in January of 2006 as the company’s Operations Manager.

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Alison E. Hosler

Director of Advisor Services, Bridgewater

(908) 483-9643

Alison first joined Insight Private Advisors' affiliate, Premier College Funding, in April 2012. She was formerly the Senior Director of Membership and Development at the Hunterdon County Chamber of Commerce.

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Jan MacKenzie*, MBA

Strategic Partner - Hampton Square Wealth Management**, Newton

(973) 862-5065

**Hampton Square Wealth Management is a separate entity from PKS Investments and InsightPrivate Advisors.

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Linda has been in an operational role in the financial services industry since 2003, bringing her experience in January 2014 as the Operations Manager. She began her career in Information Technology at PSE&G, holding multiple positions...

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Lynn Ragno

Director of Client Services, Bridgewater

(908) 483-9647

Lynn joined Insight Private Advisors in July 2014 as Director of Client Services. Lynn currently serves as both Director of Client Services and Marketing Coordinator for IPA’s Executive Advisory Team.

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Ronnie joined Insight Private Advisors as an Operations Manager in October 2014, bringing over 20 years of business and financial operational experience.

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W. David Moore, Founder and Managing Partner at Moore Wealth Management, created the company in 2013 but has been in the insurance and financial management business since 1984. In the last 30 years, he has gained valuable experience...

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Rebecca R. Beach

Director of Strategic Initiatives, Bridgewater

(908) 483-9638

James B. Stark*, CLU

Hampton Square Wealth Management**, Newton

(973) 579-3308

Jim has over 35 years of experience in the financial industry including 15 years as a Chartered Life Underwriter (CLU®). Jim holds FINRA Series 6 with LPL Financial and Series 66 registrations in 6 states currently held with both LPL...

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Paul joined as a Wealth Strategist after serving 21 years as a Registered Representative for Prudential and two years as Associate Producer of the Wealth Management Group in Whippany, NJ. He achieved numerous honors and awards during...

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Glad joined Insight in 2008 and has worked in financial services since 2005.

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Mindy Kaplan

Strategic Partner - Moore Wealth Management LLC*, Holmdel

(732) 616-9095

*Moore Wealth Management LLC, is a separate entity from PKS Investments and Insight Private Advisors

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Wesley Boyce

Information Technology Associate, Bridgewater

(908) 367-5978