About Insight
Capital Management
Our “why” is simple: It begins and ends with you
Approaching Wealth Management Differently
“I love working with individuals and families to create financial plans that reduce the stress and worry of money and navigating the complexities of the markets. My goal is to provide clarity and confidence, helping clients focus on what matters most in their lives.”
Dustin Blodgett, CFP®, CIMA®
Meet Your Team
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Dustin Blodgett, CFP®, CIMA®
Financial Planner, Founder and CEO
Certified Financial Planner™
Certified Investment Management Analyst®
Dustin Blodgett, CFP®, CIMA®
Financial Planner, Founder and CEO
Certified Financial Planner™
Certified Investment Management Analyst®Professional Expertise
I am both a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst® (CIMA®).
- Experience: Before joining Insight Capital, I worked at a Registered Investment Advisor, managing assets for wealthy individuals and large institutions with portfolios ranging from $10 million to $500 million.
- Collaboration: I also assisted in managing the assets of other Financial Advisors, leveraging my experience to deliver thoughtful strategies to their clients.
- Education: I hold a Bachelor of Science (BS) degree in Business Management from the Marriott School of Business at Brigham Young University.
- Credentials: I earned my CIMA® designation through the University of Pennsylvania’s Wharton School of Finance in collaboration with the Investments and Wealth Institute (IWI).
Recognized for Excellence
I am honored to have been recognized by Forbes as a Best-in-State Wealth Advisor and a Top Next-Gen Advisor. This recognition reflects my commitment to excellence and my dedication to helping clients achieve their financial goals.
Outside The Office
When I’m not working, I’m fully immersed in family life with my incredible wife and our five energetic kids. Whether we’re exploring new places together through travel, learning new hobbies, or simply enjoying the chaos of a busy household, they bring so much joy to me every day. I also enjoy golf, basketball, running, and being active with a healthy dose of cookies and soda.
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Phil Rice
Client Services Associate
Meet PhilPhil Rice
Client Services Associate
Supporting Client Success
I enjoy helping clients feel confident and prepared by ensuring their financial plans are well-organized and their investments are effectively managed. My role includes:
- Trading and rebalancing portfolios.
- Coordinating client communications.
- Preparing personalized materials for client meetings.
- Managing Portfolio Management and Accounting software to track and analyze client investments.
Since joining Insight Capital Management in 2012, I’ve taken on many responsibilities within the firm. I assist in creating comprehensive financial plans and support the team on various projects. My focus is always on delivering exceptional service and ensuring every client interaction is seamless and productive.
Education and Background
I hold a Bachelor of Arts (BA) degree in Political Science and History, graduating from Linfield College and The American University. Born and raised in the Bay Area, I bring a local perspective and a deep commitment to serving our community.
Outside The Office
When I’m not working, I enjoy traveling to exciting destinations, immersing myself in new cultures, and discovering incredible local cuisines. A self-proclaimed foodie, I’m always on the hunt for the next great meal.
I also love staying active at the gym and bringing a competitive edge to fantasy football, where I’ve claimed my league’s championship title more than once. Whether it’s planning my next trip, savoring great food, or hitting the gym, I’m always finding ways to keep life exciting and rewarding.
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Mike Chapman
Client Services Associate
Meet MikeMike Chapman
Client Services Associate
I joined Insight Capital to service accounts and help continue delivering exceptional value to our clients. My focus is on:
Expanding Opportunities for Clients
- Enhancing financial planning and reporting processes.
- Improving the client experience.
- Broadening our reach to help more individuals achieve a successful retirement.
With over 14 years of experience in financial strategy, business management, accounting, marketing, and data analysis, I bring a thoughtful and genuine, data-driven approach to every client relationship.
Education and Background
After earning a Master’s Degree in Accounting from the Marriott School of Business at BYU, I began my career at a Big 4 accounting firm before venturing into the entrepreneurial world. I’ve since founded, acquired, grown, and exited several successful businesses, primarily in eCommerce and real estate investing. Along the way, the most fulfilling part of my journey has been building meaningful relationships and finding genuine ways to connect with and serve others.
Outside The Office
When I’m not working, I love golfing with my daughters, coaching my sons’ baseball, basketball, and football teams, and going on bike rides with my wife, Marci. Whether it’s a date night enjoying sushi or watching a movie with a Coke Zero and popcorn, family, faith, and sports are my happy place.
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Sharon Louie, M.B.A.
Client Services Manager
Meet SharonSharon Louie, M.B.A.
Client Services Manager
Dedicated to Client Care
For over 30 years, I’ve been proud to support the clients of Insight Capital and its predecessor firms. Over the years, I’ve contributed to many areas of the firm, always with a focus on ensuring clients receive the highest level of care and service.
In my current role, I manage:
- Opening new client accounts and facilitating the transfer of wealth.
- Overseeing and processing all office paperwork.
- Managing Required Minimum Distributions (RMDs) to ensure clients stay compliant with regulations.
Working closely with our many wonderful clients is the most rewarding part of my role. I take pride in making sure every client interaction is seamless and that their needs are met with professionalism and care.
Education and Background
I hold a Bachelor of Science (BS) degree in Business Administration from the University of Southern California. I also earned my Master of Business Administration (MBA) from UC Berkeley’s Haas School of Business.
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David Rice, M.B.A.
Financial Advisor
Meet DavidDavid Rice, M.B.A.
Financial Advisor
Supporting Client Success
David has over 30 years of investment and financial planning experience. He has been helping individuals and families prepare for retirement by creating customized financial plans, and helping their goals become a reality through continual monitoring. Prior to Insight Capital, Dave founded Rice Pontes Capital, a NASD member firm to help facilitate the financial planning experience for his clients. Dave holds a Master of Business Administration (MBA) degree from UC Berkeley’s’ Haas School of Business. He is also a non-practicing CPA. He is an active member of the Financial Planners Association of the East Bay.
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Gina Cook
Executive Assistant
Meet GinaGina Cook
Executive Assistant
Enhancing Team Efficiency
My focus is on ensuring seamless operations and providing behind-the-scenes support that allows the team to deliver exceptional service to clients. I support the Insight Capital team by:
- Managing email communications
- Coordinating travel arrangements
- Conducting research
- Organizing events
Education and Background
I hold a Bachelor of Science (BS) degree in Business Administration. My career spans various industries, where I worked as a human resources employee data management specialist and executive assistant. Before joining Insight Capital, I spent 17 years at a major pharmaceutical company, transitioning to part-time work after taking an early retirement. This diverse experience has honed my organizational skills and ability to manage complex tasks with precision.
Outside The Office
My husband, Randy, and I have three grown sons and a wonderful daughter-in-law. We enjoy splitting our time between our homes in southern Indiana and southwest Florida. In my free time, I love traveling, gardening, watching sports, and spending time with friends and family.
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“Over the last 12 years, Insight Capital Management has helped provide a secure and stable retirement plan for our family. They are knowledgeable of changes in the market and how it relates to our account and present us with timely updates and important communications. We appreciate their attention to detail and helping us enjoy a financially healthy retirement.”
– Ed & Diane L.
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“Working with Insight Capital Management has been wonderful, they are very responsive and I feel we always have a clear picture of our investments. When I made the decision to retire earlier than planned they helped me see what was possible and how I could make that work. I was unsure if I could do it, and their help provided me with a roadmap for my next chapter.”
– Linda & Mark S.
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“My one regret is that I didn’t turn my 401k over to Insight sooner. Once I did, my investment grew rapidly. I also appreciated how you were receptive to my cautiousness. You were with me every step of the way, explaining the various investment options. That initial cautiousness led me to trust what I saw your team accomplishing for me, even with the more conservative investment plan. My trust & confidence in you allowed me to take the step into a more aggressive investment plan, and I have been extremely happy with the results.”
– Megan T.
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“The Insight Capital Management team has been guiding me for over 15 years. The entire team conducts themselves with the utmost professionalism and courtesy. They are knowledgeable about our volatile market conditions and do an excellent job communicating with me. I have confidence that they have my best interests in mind as we discuss my financial health.”
– Patti H.
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“Insight Capital has been my financial advisor for over twenty years. They have also served my mother, and now my daughter. The staff is wonderful. Any questions or concerns I have are addressed quickly and efficiently, and communication is excellent. I am very comfortable in the knowledge that my funds are being managed to keep in line with my goals.”
– Lisa S.
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“I’ve been a client of Insight Capital Management since approximately 1995. I’m not their wealthiest client, but I’ve always been treated as though I am. Following the advice of Insight Capital and his team allowed me to build wealth when that was the goal, and create income now that I’m retired. My confidence in the Insight team has lead me to refer several friends and family members to them. They perform like a big firm and care like a small one!”
– Terri R.
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“We have been clients at Insight Capital Management since 2007. It’s been a pleasure working with the entire staff. The team has always presented comprehensive information on our investments and possible future strategies at our yearly in person appointments.
Any questions or requests that we have throughout are always dealt with quickly and efficiently.”
– Walt & Claudette M.
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“What I love about Insight Capital Management are their frequent and very informative newsletters keeping me up to date about my accounts and the overall market. Dustin, Dave and their team take the time to explain my investments, the rationales behind the recommendations they make, and how they are performing — all with a gentle, confident demeanor. They always make me feel reassured, even when the market is not doing so well. And perhaps more importantly, my investments with ICM are outperforming the overall market. Can’t do any better than that.”
– Paul V.
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“Dustin made things very clear and easy and I didn’t feel pressured to do anything he wanted. He and his team felt less like money managers and more like a friend who is interested in reaching our goals.”
– Mitch H.
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“We’ve been clients of Insight Capital for 7 years now. What we most appreciate is the knowledge of the markets displayed by the principals, Dustin and David. They have reassured and guided us through the last several years of volatility, earning our complete trust in their expertise.”
– Norma L.
Get Everything You Need With Our Collaborative Network
We want to ensure that our clients receive the highest level of commitment and service. Our network of professionals has extensive experience and knowledge, and we’ll partner with them as needed to address everything related to your finances.
Accountants & CPAs
Estate Planning Attorneys
Life Insurance Experts
Medicare Counselors
Mortgage Brokers/ Realtors
