Insight Wealth Partners

Stephen Cramm is a financial advisor at Insight Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs for four years and Ragnar Events LLC for four years. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm uses a blend of Modern Portfolio Theory-based asset allocation and satellite strategies, including a Synthetic Equity Portfolio approach, and conducts due diligence on third-party managers while maintaining ongoing client engagement.

Ross Powell is a CFP® professional with five years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2020. Prior to this, he worked for six years at KHA Accountants, PLLC. He is also a Certified Public Accountant and Licensed Insurance Agent, providing tax preparation, accounting services, and insurance product recommendations outside of his advisory role. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

David Chin is a financial advisor at Insight Wealth Partners with 34 years of industry experience. He holds a Series 63 designation and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is also involved in selling insurance products as a licensed agent. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, referrals to third-party money managers, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio approach, while conducting due diligence on managers and maintaining ongoing client engagement.

John Weatherly is a financial advisor at Insight Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has been with Insight Wealth Partners since 2017. Prior to his advisory role, he worked at Dallas Baptist University for three years. Insight Wealth Partners is a multi-team firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm combines Modern Portfolio Theory–based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio strategy, while maintaining ongoing portfolio oversight and due diligence on third-party managers.

David Dryden is a CFP® and Series 65-licensed financial advisor at Insight Wealth Partners with three years of industry experience. His background includes roles at Insight Wealth Partners, Baylor University, and Guidestone Financial Resources. He is also an independent life insurance agent. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses. The firm combines Modern Portfolio Theory-based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio, providing ongoing portfolio oversight and pension consulting.

Ryan Ferguson is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2010. He holds a Series 66 license and is a partner at Ferguson Group, LLC, where he prepares tax returns. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting for individuals, trusts, retirement plans, and businesses. The firm combines strategic asset allocation with specialized strategies like a Synthetic Equity Portfolio and conducts due diligence on third-party managers while providing ongoing portfolio oversight.

Michael Lowe is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he manages commercial real estate through 3333 Premier Properties, LLC and owns a ranching operation at Red Arrow Ranch, LLC. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses, offering financial planning, portfolio management, and pension consulting. The firm utilizes a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and a Synthetic Equity Portfolio strategy, and it provides ongoing oversight and due diligence for client accounts.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Benino Torrez III is a financial advisor at Insight Wealth Partners in Plano, TX, holding a Series 65 designation with three years of industry experience. He has been with Insight Wealth Partners since 2022 and previously worked for the City of Fort Worth for eleven years. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting services to individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, and conducts due diligence on third-party managers while providing ongoing portfolio oversight.

Kevin Brown is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Insight Wealth Partners in 2018. Brown serves on the Board of Directors for Bishop Dunne Catholic High School, where he contributes to financial oversight as part of the finance committee. Insight Wealth Partners provides financial planning, portfolio management, and pension consulting for individuals, trusts, retirement plans, and businesses. The firm combines Modern Portfolio Theory–based asset allocation with strategies like sector rotation and momentum modeling, and offers a Synthetic Equity Portfolio to balance upside participation with downside risk management.

Travis Carter is a CFP® with 32 years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2010. He also manages a commercial real estate business, 3333 Premier Properties, LLC. Insight Wealth Partners is a multi-team firm providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and businesses. The firm employs a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and unique strategies such as a Synthetic Equity Portfolio.

Grant Winger is a financial advisor at Insight Wealth Partners in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at The Vanguard Group and various self-employed positions. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers. The firm employs a blend of Modern Portfolio Theory–based asset allocation and satellite strategies, including a Synthetic Equity Portfolio, and offers both discretionary and non-discretionary account management.

Mark Stegman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Insight Wealth Partners since 2021. He previously worked for Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he owns and operates Stegman Honey, a small-scale beekeeping and honey production business. Insight Wealth Partners provides financial planning, portfolio management, and pension consulting for individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, offers a Synthetic Equity Portfolio approach, and conducts due diligence on third-party managers while maintaining ongoing client engagement.

Laura Ragsdale is a CFP® professional with experience at Insight Wealth Partners since 2019. Prior to joining the firm, she worked at Fox Sports Southwest and Texas Tech University. She is based in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses. The firm offers financial planning, portfolio management, and pension consulting, employing a strategic investment approach that includes Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.