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

Brittaney Murawski Director of Quality Assurance, Enrolled Agent

Ryan Davis Chief Operations Officer

Mike Trotman Director Of Finance

Chris Townsend Lead Attorney, Tax Lien Division

Rizzy Bhardwaj Lead Attorney, Compliance and Enforcement

Jessica Pellegrino Enrolled Agent, Tax Compliance Specialist

Sandra Lewis Enrolled Agent, Corporate Tax Manager

Linda Feliciano Enrolled Agent, Tax Compliance Specialist

Pete Genovese Director of Client Services

Judy Meehan State Tax Coordinator

Patricia Martinez Senior Tax Preparer

Jeremie Cruz Certified Tax Preparer

Patrick Newsom State Tax Specialist

Preston Dixon Financial Analyst

Dakota Jones Assistant Director Of Client Services

Jarell Otero Financial Analyst

John Yates State Tax Specialist

Jasmine Hwang Certified Tax Preparer

Jonathan Lewis Certified Tax Preparer

Willa Donnarummo Certified Tax Preparer

Michael Gernie Client Coordinator

Trinity Morgan Client Coordinator

Conner McGowan Client Coordinator

Joselin Pierre Client Coordinator

Janice Puccio Client Coordinator

Brittney Genovese Personnel Director

James Mesadieu IT Director

Courtney Kessler Tax Consulting Specialist

Shane Bias Tax Consulting Specialist

Cody Houser Tax Consulting Specialist

Sydney Vazquez Administrative Executive

Faith Crummell Tax Record Procurement Lead

Whitney Stevenson Tax Record Procurement Analyst

Sara Boykin Program Assistant