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Steven Salter

President & Investment Advisor Representative, 
Insight Asset Management

Steven started Insight Asset Management in 2002, and has over 27 years of money management experience, working with individuals, businesses, and non-profits. Insight Asset Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Steven is a charter member of the Denver Tech Center Rotary Club, and former member of the Denver/Boulder Better Business Bureau Board of Directors, and a co-founder of Community Shares, a nonprofit coalition broadening charitable workplace giving in Colorado. 

Contact Steven: 303-691-1808
E-mail: 
Steven.Salter@panoramicia.com


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Sandra Young

Vice President of Administration,
Insight Asset Management

Sandra Young is a native of Colorado who has worked with Insight Asset Management since its inception in 2002. Sandra helps IAM’s clients establishing their accounts, answering questions, assisting with financial issues. She prides herself on providing an exceptional level of customer service.

Contact Sandra: 303-691-1808
E-mail: Sandra.Young@panoramicia.com


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Stacie Craddock

Vice President of Financial Operations & Technology, Insight Asset Management
&
Chief Compliance Officer,
Panoramic Investment Advisors

Stacie Craddock has been in the financial industry for 19 years; she has been with Insight Asset Management since its inception in 2002. Stacie’s responsibilities include investment reporting, bookkeeping, IT troubleshooting, website development and marketing.

Contact Stacie: 303-691-1808
E-mail: 
Stacie.Craddock@panoramicia.com