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Insight Wealth Partners

3333 Premier Drive, Suite 800
Plano, Texas 75023

For more information, please call
972.543.4800 or email info@insightwp.com

Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.

Privacy Policy   |   Disclosure Statement   |   ©2012-2020 Insight Wealth Partners LLC. All rights reserved.

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

Angela Trout
Client Concierge
Experience: 11 years