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David S. Dryden, CFP®, ChFC, MS

Managing Partner
CERTIFIED FINANCIAL PLANNER Practitioner

Investment Experience: 20 years
Founded Insight Wealth Partners: 2010



Travis D. Carter, CFP®

Managing Partner
CERTIFIED FINANCIAL PLANNER Practitioner

Investment Experience: 18 years
Founded Insight Wealth Partners: 2010



Wayne Smith III, CFP®, CRPC®

Managing Partner
CERTIFIED FINANCIAL PLANNER Practitioner

Investment Experience: 17 years
Founded Insight Wealth Partners: 2010





M. Chad Lowe

Managing Partner

Investment Experience: 14 years



David Chin

Financial Advisor

Investment Experience: 21 years



Ryan Ferguson, CPA, MSA

Financial Advisor
Chief Compliance Officer

Tax and Investment Experience: 8 years

 

Kathy Dacey

Office Administrator


Andrea Bush

Sr. Operations Specialist


Tammy Brittain

Client Concierge


Katy Lanza

Client Concierge

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