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Meet Your Team at Insight Folios

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Financial Advisor

Portfolio Managers

Advisor Services

Paul Durso

President & Founder

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Financial Advisor

Compliance

Portfolio Managers

Charles B. Bowers, Jr.

Financial Advisor

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Financial Advisor

Advisor Services

Kevin Wray

Financial Advisor

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Financial Advisor

Advisor Services

Kyle Morgan

Financial Advisor

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Financial Advisor

Niki Erb

Financial Advisor

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Financial Advisor

Sean Sparkman

Financial Advisor

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Financial Advisor

Portfolio Managers

Sal Bonetti

Financial Advisor

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Financial Advisor

Bruce Romagnoli

Financial Advisor

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Financial Advisor

Charles Dingman III

Financial Advisor

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Financial Advisor

Ashok Ramji

Financial Advisor

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Financial Advisor

Zach Poitra

Financial Advisor

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Financial Advisor

Larry McCabe

Financial Advisor

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Financial Advisor

Ryan McNeil

Financial Advisor

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Client Services

Advisor Services

Kimberly Townsend

Manager

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Client Services

Janet Dustman

Executive Administrator

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Client Services

Stacey Deel

Office Manager

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Financial Advisor

Client Services

Sheila Madrigal

Financial Advisor

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Client Services

Barbara Bonetti

Practice Manager

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Client Services

Slater Olson

Client Service Manager

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Let’s Plan Your Financial Future


The best way to move forward is to start a simple conversation.

Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.












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