Our Story

For over 30 years, Peter Glassman has provided financial advice to some of Washington, DC’s top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face. Peter was originally drawn to this specialty field through a natural entrepreneurial spirit and a personal interest in the law. The son of an attorney, Peter observed firsthand his father’s commitment to his clients. The exposure to the demands of a legal practice gave him an appreciation for the needs of those working in the field.

As a Certified Financial Planning Professional (CFP®), Peter not only assists clients with developing plans, he also works with them to ensure the successful implementation of the investment, insurance, and other strategies required to see the plans come to fruition.

Since the start if his career in 1987, Peter has been active in professional and charitable organizations and served in corporate advisory roles. Active on the MassMutual Advisors Association for many years, Peter served as Chairman of the Wealth Management Committee from 2016 – 2018. Peter served as President of the Helping Hands Society (HHS) of Greater Washington – a charitable foundation supported by members of the financial services professions from 2015 – 2018. Past board service has included Big Brothers/Big Sisters, Hope for Henry and Health in Harmony. Peter was honored as the 2019 recipient of The Legacy Award given by NAIFA-GW in recognition of high standards of professional conduct and service to their community.

Outside of work, Peter travels extensively and enjoys experiencing different cultures, foods, and places. Peter is a regular blood donor and a passionate advocate for this cause. He and his wife Lisa reside in Arlington, Virginia with their two daughters.

Licensed and registered to offer products and services in AK, AZ, CA, CO, CT, DE, DC, FL, IL, MD, MA, MI, MO, NJ, NM, NY, NC, OH, PA, TX, VA, WA, WI. Peter Glassman, CA Insurance License #0C26412. Licenses and registrations will vary. Domiciled in VA.

Colin Kimpel started his career in financial services with MassMutual in 2004 after working in the telecommunications industry. He co-founded a financial services firm, Veritas Financial, in 2013 where he continued to grow his practice and serve his clients using fee-based financial planning, the majority of which are business owners and executives. In 2019, together with Peter Glassman, he formed Wealth Insight Partners, a boutique wealth management firm focused on smart and discerning clients who value a customized client experience.

Colin is a graduate of the University of Massachusetts, Amherst. He is a Certified Financial PlannerTM Professional (CFP®) and a Certified Family Business Specialist (CFBS). He serves on an advisory committee to a Fortune 100 financial services company with the goal of improving client experience through the use of technology. On two occasions, Colin has been awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors. He is also a member of the Leadership for Advanced Life Underwriting (AALU), an industry association that works with key Congressional leaders on policies affecting the life insurance industry, and the National Association of Insurance and Financial Advisors (NAIFA).

He is actively is involved in Leadership Greater Washington and in EODC, the Entrepreneurship Organization for business owners in the DC area, where he was also a board member. In addition, Colin volunteers on two non-profit boards concerned with children’s wellbeing and education: For Love of Children (FLOC), serving as Board Chair, which provides after-school programs to underprivileged children, and Alternative Paths Training School, a school for children with developmental disabilities.

Outside of work, Colin is an avid automobile racer, CrossFitter, golfer and a big fan of live music and sporting events. He resides in Bethesda, MD, with his wife, Suzanne (who recently joined Wealth Insight Partners to support with business operations and strategy), and their three young children, Jackie (8), Sean (6), and Charlie (3).

Licensed and registered to offer products and services in CA, CO, DC, FL, GA, HI, LA, MD, MA, MO, MT, NJ, NY, OR, PA, RI, TN, TX, VA. CA Insurance License #0H43551. Licenses and registrations will vary. Domiciled in MD.

Prior to joining Wealth Insight Partners, Suzanne spent nearly twenty years as Senior Director at The Advisory Board, a firm that provides consulting, technology and best practice research to hospitals. She specialized in the revenue cycle division helping hospital executives improve patient access processes and overall revenue cycle operations.

In 2018, she decided to join her husband, Colin, in his financial planning practice. This was a conscious decision to channel her time, effort and energy into the family business. A business built on the foundation of helping people.

Suzanne earned her BS in Marketing and International Business from the University of Virginia’s McIntire School of Commerce. Over the last two decades, she has served on multiple boards including Washington Latin Public Charter School and Blue Igloo Playgroup, a non-profit playgroup in Georgetown for children prior to entering preschool.

As a mother of three and lover of ballet, in her free time, she enjoys an occasional game of tennis and spending time with her family.