Insight Wealth Partners, LLC.

Description

With over 100 years of combined financial experience and over $270 million under management, our advisors have the experience and perspective you need to help you achieve your goals. To learn more about our individual stories, check out our bios on the IWP Team page.

Andrea has nine years experience in client support in the mortgage and financial industries. Her extensive knowledge of operations at Insight Wealth Partners allows her to personalize each of the advisor’s meetings to meet the individual needs of the client. She provides personal follow through to ensure all action items reach fruition. She also supports the advisors with research and special projects, and she provides critical support to IWP’s comprehensive wealth management service process.

David has been married to his best friend, Amy, for over 20 years. They have a son, Bailey age 14 and daughter, Ava age 12. In his spare time, David enjoys traveling with his family, playing golf, flying airplanes, and riding his Harley Davidson Road King.

Insight Wealth Partners combines financial planning expertise with proven investment management practices to deliver a carefully considered approach to achieving our clients’ long-term financial goals.

David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC have been named recipients of the 2012 Five Star Wealth Manager Award. This prestigious award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. Dryden and Carter were nominated as advisors that represent the highest quality service and professional commitment to their clients.

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