MEET OUR TEAM
David S. Dryden, CFP®, ChFC™, MSe
Managing Partner
CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Experience: 26 years
Founded Insight Wealth Partners: 2010
Travis D. Carter, CFP®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Experience: 26 years
Founded Insight Wealth Partners: 2010
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
Chad Lowe
Managing Partner
Investment Experience: 20 years
Joined Insight Wealth Partners: 2010
Minimum Initial Investment: $500,000
**Appointment by referral only**
Ryan Ferguson, CFP®, CPA, MSA
Managing Partner
CERTIFIED FINANCIAL PLANNER™ Practitioner
Tax and Investment Experience: 13 years
Joined Insight Wealth Partners: 2010
David Chin
Financial Advisor
Investment Experience: 26 years
Joined Insight Wealth Partners: 2010
Kevin Brown
Financial Advisor
Investment Experience: 19 years
Joined Insight Wealth Partners: 2018
Chris Weatherly, MBA, MA
Financial Advisor
Investment Experience: 2 years
Joined Insight Wealth Partners: 2017
Josh Hargrove, CFP®
Financial Advisor
Investment Experience: 6 years
Joined Insight Wealth Partners: 2018
Kathy Dacey
Office Administrator
Experience: 23 years
Andrea Charles
Sr. Operations Specialist
Experience: 15
Kendra Tutt
Client Concierge
Experience: 5 years
Nancy Bailey
Client Concierge
Experience: 42 years
