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

diana poirier j.d. headshot image

Diane Poirier J.D. Lead Attorney – Tax Lien Division

brittaney murawski headshot image

Brittaney Murawski Managing Member – Enrolled Agent

ryan davis placeholder image

Ryan Davis Chief Operations Officer

mike trotman placeholder image

Mike Trotman Chief Information Officer

brittney genovese placeholder image

Brittney Genovese Human Resources

james mesadieu placeholder image

James Mesadieu IT Director

jace bauer placeholder image

Jace BauerLead Power of Attorney – Complex Resolution Specialist

jessica pellegrino placeholder image

Jessica PellegrinoEnrolled Agent – Tax Compliance Specialist

jorien bauer placeholder image

Jorien BauerEnrolled Agent

sandra lewis placeholder image

Sandra Lewis Enrolled Agent – Corporate Tax Manager

Patricia Martinez headshot image

Patricia Martinez Senior Tax Preparer

Robert Mertens headshot image

Robert MertensTax Preparer

Jarell Otero

Jarell OteroTax Associate

Judy Meehan

Judy MeehanTax Associate

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Pete GenoveseDirector of Client Services

courtney kessler headshot image

Courtney Kessler Tax Consulting Specialist

shane bias headshot image

Shane Bias Tax Consulting Specialist

cody houser headshot image

Cody HouserTax Consulting Specialist

Sydney Vasquez

Sydney VazquezAdministrative Executive

Trinity Morgan

Trinity MorganAdministrative Executive

Faith Crummell

Faith CrummellTax Record Procurement Lead

Whitney Stevenson

Whitney StevensonTax Record Procurement Analyst

Sara Boykin

Sara BoykinReceptionist