Meet The Insight Team
Insight Investment Advisers was founded to support owners of investment property make their next move. We believe the decision to sell and reinvest is economical as well as emotional. Approaching the decision holistically leads to the best outcome.
Josh Wright - Investment Adviser / President
Josh has been advising clients for 15+ years. After starting his career with a large investment firm, he co-founded a financial services company in 2007, a registered investment adviser firm in 2012, and ultimately his own firm in 2017. Josh has a history rooted in real estate growing up in the hotel business and saw first-hand the importance of having diversification and tax advantaged strategies. Over time he’s developed an expertise in unique investment strategies, alternative investments, 1031 exchange, and passive real estate investments. Josh believes strongly that planning must come first, but that plan is only as good as the investment strategy driving it. His views on planning and investing are unique and offer clients a truly one-of-a-kind solution to meet their needs.
Josh has many passions almost equal to that of investing. He is a Board Member for the KC Estate Planning Society and active with the Alzheimer’s Association. He’s a mentor to the College of Business at Kansas State University. He loves to read and you'll often find him with two or three books going at once. He has equal passions for health, fitness, and fast cars. He lives with his wife Nicole and his pug named Stella in Overland Park, KS.
Schedule time with Josh
Brandon Bruckman - Investment Adviser / Advisory Board
Brandon runs our Milwaukee office. He is focused on growing the 1031 / DST business as well as adding investment clients. Brandon also leads our marketing efforts and investment due diligence.
Prior to Insight, Brandon founded West Chapman & Co., a consultancy that assists clients in growing their business by gaining insights through data. Brandon has assisted large and small businesses in industries ranging from Financial Services to Logistics to Pharmaceuticals.
Prior to founding West Chapman & Co., Brandon worked at a prominent Hedge Fund as the Head of Fixed Income Financing. Following that experience, he co-founded a Healthcare consultancy assisting hospitals in making vendor selections.
Schedule time with Brandon
Julia Fritzlen - Investment Adviser
Julia is a Kansas City native and works out of our Leawood, KS office. Julia leverages her analytical and data-driven approach to assist clients in strategically transitioning from active real estate holdings to constructing passive real estate portfolios.
Prior to her current role, Julia dedicated close to a decade to the medical device industry, specializing in creative capital financing. During her time in healthcare, in addition to partnering with some of the region’s largest health systems, she spent a significant amount of time supporting rural and community hospitals. Julia translates her commitment to farmers, ranchers and landowners in her role at Insight.
Julia is married to her husband John. Together they have three young children and a black Labrador named Gus. She actively engages in her church and community, contributing to organizations like St. Teresa’s Academy and WIRED. A member of Kansas City CREW and CCIM, she also enjoys traveling, family time at the lake, running, skiing and reading.
Schedule time with Julia
Jessica Greene – Executive Assistant
Jess is the Executive Assistant to Josh Wright. Jessica is originally from Albany, NY, but currently lives in White Plains, NY. She previously worked in the fashion industry as an allocation manager and supervised the women’s leather goods team. Jessica enjoys traveling with her family finding delicious eats. Two of her favorite trips were the Amalfi Coast and South Africa.
If you need assistance right away or need to connect with Josh for any reason, she is your go-to person. You can reach Jessica at Jessica@InvestwithInsight.com.
NiQui Chatfield – Client Service Manager
NiQui is our Client Service Manager and runs all account related functions of the firm. NiQui is based in Ohio and has 30+ years of experience as an Entrepreneur and Office Administrator assisting financial advisors and serving their clients. She’s a family woman with five adult children and two big, quiet, and sweet dogs. She also owned and operated her own bakery back in the day with lasting requests for her “Dream Cake”! NiQui is our go-to operations person managing all day-to-day account related activities.
You can reach NiQui anytime at ClientServices@InvestwithInsight.com or via our texting system.
TIM CHATFIELD– Client Service Associate
Tim is the firm’s real estate assistant and works exclusively with our real estate clients assisting with 1031 exchanges and closings on passive real estate investments. Tim is a life-long Ohio resident and has extensive experience in commercial real estate and mortgage lending. Having been an entrepreneur for the past 25 years, he has expertise in customer service, operations, and over-all customer experience.
You can reach Tim anytime at 1031service@investwithinsight.com with questions.
Dillin Degnan - Real Estate ANalyst
Dillin is based out of Rhode Island where he has helped budget and forecast large construction initiatives across the U.S. for CVS Health. His experience as a financial analyst also includes work for Ximedica, a medical research and development company where he has successfully helped navigate the company’s financial objectives through the 2020 pandemic landscape. Dillin’s passions include listening to audio books, exploring nature and snowboarding.
