Insight Strategic Wealth LLC

Patricia Taylor is a financial advisor at Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ designation and Series 65 license with 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm manages approximately $256.9 million in client assets and employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and third-party managers for fixed income needs.

Henri Pfaff is a financial advisor at Insight Strategic Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Kraft Asset Management, The Prudential Insurance Company of America, and Pruco Securities. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing broadly diversified, passively managed mutual funds and third-party managers for fixed income needs.

Jaime Conry is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Insight Strategic Wealth LLC since 2014. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm manages approximately $256.9 million in client assets, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and utilizing broadly diversified, passively managed mutual funds.

Stephen High is a PFS™ credentialed financial advisor at Insight Strategic Wealth LLC with 21 years of industry experience. He previously worked for Kraft Asset Management, LLC for 24 years before joining Insight Strategic Wealth in 2025. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing broadly diversified, passively managed mutual funds and third-party managers for fixed income needs.

Deana Hyde is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Kraft Asset Management, JPMorgan Chase Bank, U.S. Bancorp Investments, and Wells Fargo Private Bank. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using broadly diversified, passively managed asset-class mutual funds and third-party managers for fixed income and separate account needs.

Mahogany Jenkins is a financial advisor at Insight Strategic Wealth LLC with a Series 65 designation and five years of prior experience at Brock Shipe Klenk PLC and seven years at Gentry Tipton & McLemore, PC. She has been with Insight Strategic Wealth since 2025. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing broadly diversified, passively managed mutual funds and third-party managers for fixed income needs.

Jefferson Fuller is a financial advisor at Insight Strategic Wealth LLC in Knoxville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Kraft Asset Management, Cetera Investment Services, Regions Bank, and LPL Financial. Insight Strategic Wealth LLC serves individuals, trusts, qualified retirement plans, and small businesses by providing discretionary investment management, financial planning, and participant-directed retirement plan services. The firm’s investment approach emphasizes Modern Portfolio Theory with a long-term, buy-and-hold strategy using broadly diversified, passively managed mutual funds.