top of page
david-s-dryden-5e9e3c81ad7f8c7a3eb0d26de

Stephen Cramm

Wealth Manager
Experience: 4 years
Email: stephen.cramm@insightwp.com
Phone: 972.543.4800
Fax: 972.543.4801

About Stephen

From an early age, Stephen was instilled with key character tenets that have shaped his professional endeavors: in a world of passivity and confusion, his aim is to lead courageously and provide clarity. He is passionate about this philosophy and lives by it when helping others navigate through the financial facets of life.


Stephen’s interest in finance started while attending Baylor University. In addition to giving campus tours (we dare you to quiz him on Baylor trivia), Stephen worked for a local financial advisory firm. He was inspired by the care and value that a trusted advisor could provide to those seeking to steward their resources for maximum impact.


After graduating from the Business Fellows program at Baylor with a degree in Finance, Stephen moved to Salt Lake City, UT to help plant a church. During this time, he started working for Goldman Sachs where he enjoyed the professional environment and the leadership opportunities, but had a growing desire to care for clients on a more personalized level.


While in Utah, through a series of God-ordained connections, he met his eventual bride, Taylor, who lived in Dallas and brought him back to the great State of Texas. Taylor and Stephen got married in October 2021.


Outside of work, Stephen loves spending time with his wife and son, Haddon. He enjoys playing pickleball, getting overly excited about Baylor football, and volunteering at his local church. On any given night you can catch him making a fire in the backyard, relaxing with a good book, and enjoying a glass of Glenlivet and a cigar.

Contact
Request a Call or Meeting with Stephen

Status message

WE'RE HERE TO HELP

Don't know where to start? Want more information?

Click below and a member of our team will contact you as soon as possible. 

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   |   Form CRS  | ©2012-2024 Insight Wealth Partners LLC. All rights reserved.

bottom of page