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
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Brittaney Murawski Managing Member – Enrolled Agent
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Ryan Davis Chief Operations Officer
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Mike Trotman Chief Information Officer
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Brittney Genovese Human Resources
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James Mesadieu IT Director
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Jessica PellegrinoEnrolled Agent – Tax Compliance Specialist
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Sandra Lewis Enrolled Agent – Corporate Tax Manager
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Patricia Martinez Senior Tax Preparer
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Jarell OteroTax Associate
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Judy MeehanTax Associate
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Pete GenoveseDirector of Client Services
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Courtney Kessler Tax Consulting Specialist
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Shane Bias Tax Consulting Specialist
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Cody HouserTax Consulting Specialist
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Sydney VazquezAdministrative Executive
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Trinity MorganAdministrative Executive
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Faith CrummellTax Record Procurement Lead
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Whitney StevensonTax Record Procurement Analyst
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Sara BoykinReceptionist