About Our Firm
For years, Insight Financial Solutions® has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Insight Financial Solutions, LLC is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Dedication to high standards, hiring of seasoned tax professionals, and our work ethic is the reason our client base returns year after year.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Insight Financial Solutions, LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area’s business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Insight Financial Solutions, LLC receive competent and timely advice.
The Insight Financial Solutions Team
Diane Poirier J.D. Lead Attorney – Tax Lien Division
Brittaney Murawski Managing Member – Enrolled Agent
Ryan Davis Chief Operations Officer
Mike TrotmanChief Information Officer
Brittney GenoveseHuman Resources
James MesadieuIT Director
Jace Bauer Lead Power of Attorney – Complex Resolution Specialist
Carice Frere CPA / Enrolled Agent
Jessica Pellegrino Enrolled Agent – Tax Compliance Specialist
Larisa KharevichEnrolled Agent
Jorien BauerEnrolled Agent
Sandra Lewis Enrolled Agent – Corporate Tax Manager
Patricia MartinezSenior Tax Preparer
Laimy VicenteTax Preparer
Robert MertensTax Preparer
Lisa TuckTax Associate
Sabrina BrunsonTax Associate
Whitney DespagneTax Associate
Jarell OteroTax Associate
Judy MeehanTax Associate
Pete GenoveseDirector of Client Services
Gwen GustafsonTax Consulting Specialist
Courtney Kessler Tax Consulting Specialist
Shane Bias Tax Consulting Specialist
Cody HouserTax Consulting Specialist
Sydney VazquezAdministrative Executive
Trinity MorganAdministrative Executive
Faith CrummellTax Record Procurement Lead
Whitney StevensonTax Record Procurement Analyst
Daniel WalshRecruiting Assistant
Sara BoykinReceptionist