Your IWP Team

Perspective. Discipline. Stewardship.

Wayne Smith III, CFP®, CRPC®, CKA®

Managing Partner | Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Kingdom Advisor®
Investment Experience: 24 years
Founded Insight Wealth Partners: 2010
Phone:
972.543.4800
Fax:
972.543.4801

Prior to establishing Insight Wealth Partners in 2010, Wayne spent 16 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Senior Financial Advisor with Ameriprise Financial Services. During his distinguished career he earned many awards including being selected by his peers as Advisor of the Year. His areas of expertise include comprehensive financial planning and investment management. Prior to becoming a wealth manager, Wayne spent 10 years in the manufacturing industry where he achieved ever-increasing levels of responsibility in manufacturing management and plant engineering at the best-in-class organizations, Frito-Lay, Inc. and Ecolab Inc.

Wayne graduated from the University of Illinois, Champaign-Urbana in 1984 with a Bachelor of Science degree in Chemical Engineering. A member of the Financial Planning Association, Kingdom Advisors and Crown Financial Ministries, Wayne has also traveled extensively throughout Europe and Asia teaching Biblical financial principles to business and church leaders and individuals.

Wayne lives with his wife, Julie, and two children in Allen, Texas where he enjoys golf, sailing, scuba diving and the study of stewardship. His stewardship blog can be found at www.amusingsteward.com

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