Meet the Team

Erik Bloomfeldt,

Investment Advisor

Few Investment Advisors specialize in how to design, build and maintain great retirement plans that are tailored exclusively to High- Income Small Business Owners. With over 10 years specializing and over 20 years of industry experience, Erik has helped owners, and their key staff, learn how to save more than a "cookie cutter" 401k plan allows. He will help you design a plan that meets your unique needs so you can feel great about your retirement plan.

Litonya Allen,

Investment Advisor

Litonya Allen brings over 16 years of experience in the financial services industry and 8 years in tax preparation to Insight Financial. Her journey began as an insurance agent, earning numerous certifications and developing a unique perspective on financial management. Litonya's expertise helps individuals, families, and businesses strategize their financial goals holistically. Litonya's dedication to honesty and integrity makes her an invaluable asset to our team.

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Insight Financial, Inc. is an investment advisor firm registered with the States of Oregon and Washington. Such registration does not imply endorsement, or a certain level of skill or training, and no inference to the contrary should be made. Insight Financial, Inc., its strategies, and further disclosures are described in more detail in Part 2 of the firm's current Form ADV, which is available upon request. The strategies, plans, and/or investments referenced may not be suitable for all plan sponsors/investors because the appropriateness of a particular strategy, plan, and/or investment will depend on the plan/investor’s circumstances and objectives. Every investment in securities presents the risk of financial loss as well as gain.

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