MEET OUR TEAM

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David S. Dryden, CFP®, ChFC™, MSe

Managing Partner

CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Experience: 26 years
Founded Insight Wealth Partners: 2010

FULL BIO
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Travis D. Carter, CFP®

Managing Partner

CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Experience: 26 years
Founded Insight Wealth Partners: 2010

FULL BIO
wayne-smith-187c5b045bfbbb9c27a946c2d8a5

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

FULL BIO
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Chad Lowe

Managing Partner

Investment Experience: 20 years
Joined Insight Wealth Partners: 2010
Minimum Initial Investment: $500,000
**Appointment by referral only**

FULL BIO
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Ryan Ferguson, CFP®, CPA, MSA

Managing Partner

CERTIFIED FINANCIAL PLANNER™ Practitioner
Tax and Investment Experience: 13 years
Joined Insight Wealth Partners: 2010

FULL BIO
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David Chin
Financial Advisor

Investment Experience: 26 years
Joined Insight Wealth Partners: 2010

FULL BIO
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Kevin Brown

Financial Advisor

Investment Experience: 19 years
Joined Insight Wealth Partners: 2018

FULL BIO
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Chris Weatherly, MBA, MA

Financial Advisor

Investment Experience: 2 years
Joined Insight Wealth Partners: 2017

FULL BIO
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Josh Hargrove, CFP®

Financial Advisor

Investment Experience: 6 years
Joined Insight Wealth Partners: 2018

FULL BIO
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Kathy Dacey

Office Administrator

Experience: 23 years

FULL BIO
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Andrea Charles

Sr. Operations Specialist

Experience: 15 

FULL BIO
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Kendra Tutt
Client Concierge
Experience: 5 years

FULL BIO
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Nancy Bailey
Client Concierge
Experience: 42 years

FULL BIO
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Angela Trout
Client Concierge
Experience: 11 years

FULL BIO