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 Director of Quality Assurance, Enrolled Agent

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Ryan Davis Chief Operations Officer

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Mike Trotman Director Of Finance

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Chris Townsend Lead Attorney, Tax Lien Division

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Rizzy Bhardwaj Lead Attorney, Compliance and Enforcement

jessica pellegrino placeholder image

Jessica Pellegrino Enrolled Agent, Tax Compliance Specialist

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Sandra Lewis Enrolled Agent, Corporate Tax Manager

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Linda Feliciano Enrolled Agent, Tax Compliance Specialist

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Pete Genovese Director of Client Services

Judy Meehan

Judy Meehan State Tax Coordinator

Patricia Martinez headshot image

Patricia Martinez Senior Tax Preparer

Jeremie Cruz

Jeremie Cruz Certified Tax Preparer

Patrick Newsom

Patrick Newsom State Tax Specialist

Preston Dixon

Preston Dixon Financial Analyst

Dakota Jones

Dakota Jones Assistant Director Of Client Services

Jarell Otero

Jarell Otero Financial Analyst

John Yates

John Yates State Tax Specialist

Jasmine Hwang

Jasmine Hwang Certified Tax Preparer

Jonathan Lewis

Jonathan Lewis Certified Tax Preparer

Willa Donnarummo

Willa Donnarummo Certified Tax Preparer

Michael Gernie

Michael Gernie Client Coordinator

Trinity Morgan

Trinity Morgan Client Coordinator

Conner McGowan

Conner McGowan Client Coordinator

Joselin Pierre

Joselin Pierre Client Coordinator

Janice Puccio

Janice Puccio Client Coordinator

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Brittney Genovese Personnel Director

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James Mesadieu IT Director

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Courtney Kessler Tax Consulting Specialist

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Shane Bias Tax Consulting Specialist

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Cody Houser Tax Consulting Specialist

Sydney Vasquez

Sydney Vazquez Administrative Executive

Faith Crummell

Faith Crummell Tax Record Procurement Lead

Whitney Stevenson

Whitney Stevenson Tax Record Procurement Analyst

Sara Boykin

Sara Boykin Program Assistant