Jeremey Smith is an Operations Specialist at Insight Wealth Partners, where he plays a vital role in new client onboarding and cashiering processes.

Before joining Insight Wealth Partners, Jeremey honed his skills in account management, credit

evaluation, and operational efficiency as a Credit Manager. With more than 12 years of professional experience including, seven years in the financial services industry and six years in business-to-business credit, Jeremey brings sharp attention to detail, a strong work ethic, and a results-driven mindset to every client interaction.

A Dallas native, Jeremey enjoys spending his free time with friends or outdoors—golfing, camping, and hiking—and stays active by playing in a recreational softball league and running 5Ks. He’s also a lifelong Texas Rangers fan.