Your IWP Team

Perspective. Discipline. Stewardship.

Kathy Dacey

Office Administrator
Experience: 23 years
Phone:
972.543.4800
Fax:
972.543.4801

Prior to joining Insight Wealth Partners in 2010, Kathy spent three years as the Office Manager of Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

As IWP’s Office Administrator, Kathy oversees the staff and coordinates the advisors’ schedules to make sure that the office is running smoothly and that our wonderful clients are being served properly. She is a valuable member of the IWP team.

Kathy and her husband are active partners of The Quest Church – Royse City, where Kathy is currently serving as the Coordinator for the Nursery and Toddler areas. She also served for two terms on the committee of The American Cancer Society – Relay for Life as well as volunteering many hours to the Children’s Advocacy Center of Collin County. Kathy has been married to Phil for 39 years. They have three children and five grandchildren. In her spare time, she enjoys traveling, reading and spending time with her family.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX