The Team

Insight Wealth Solutions

Our Advisors

Marc Mogan

Marc Mogan

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BS Finance - Business Administration -Univeristy of Wisconsin Green Bay - 1989

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Our Staff

Sara Grell

Sara Grell

Administrative Assistant