MEET OUR TEAM

David S. Dryden, CFP®, ChFC™, MSe

Managing Partner

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

FULL BIO

Travis D. Carter, CFP®

Managing Partner

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

FULL BIO

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

Chad Lowe

Managing Partner

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

FULL BIO

Ryan Ferguson, CFP®, CPA, MSA

Managing Partner

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

FULL BIO

David Chin
Financial Advisor

Investment Experience: 26 years
Joined Insight Wealth Partners: 2010

FULL BIO

Kevin Brown

Financial Advisor

Investment Experience: 19 years
Joined Insight Wealth Partners: 2018

FULL BIO

Chris Weatherly, MBA, MA

Financial Advisor

Investment Experience: 2 years
Joined Insight Wealth Partners: 2017

FULL BIO

Josh Hargrove, CFP®

Financial Advisor

Investment Experience: 6 years
Joined Insight Wealth Partners: 2018

FULL BIO

Kathy Dacey

Office Administrator

Experience: 23 years

FULL BIO

Andrea Charles

Sr. Operations Specialist

Experience: 15 

FULL BIO

Kendra Tutt
Client Concierge
Experience: 5 years

FULL BIO

Nancy Bailey
Client Concierge
Experience: 42 years

FULL BIO

Angela Trout
Client Concierge
Experience: 11 years

FULL BIO