Why Use This Tool?

Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing comprehensive financial planning and investment management expertise to enable our clients to achieve their personal financial goals and live out their dreams. The principles of stewardship, discipline and balanced perspective will guide all the financial decisions that we will make on behalf of Insight Wealth Partners' clients.



Perspective

Our perspective, combined with your vision of the future, best enables you to realize your goals. We take the time to explore your financial needs, personal economy and special considerations to develop a customized wealth strategy positioning you to achieve your goals. Our unique perspective and deep understanding allows you to achieve a lifetime of success.

Discipline

Our disciplined approach to wealth management allows us to see past the present and prepare you for the certainty of uncertainty. It is this discipline, woven throughout our financial planning process, investment management strategies, and superior client service, that enables our clients to stay on course.

Stewardship

Stewardship principles guide our financial advice to help our clients experience freedom from economic fear and financial conflict. Maintaining the highest ethical standards, Insight Wealth Partners is committed to our role as financial stewards - delivering sound, objective advice and personalized service through our client-first philosophy. We are your fiduciary, and we are committed to advising and leading you through life's difficult decisions and complexities.

Travis has been providing financial planning advice and leadership to clients for 19 years. Prior to founding Insight Wealth Partners in 2010, Travis spent 16 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Principal with Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

In 2012, Travis was honored to be recognized by other CERTIFIED FINANCIAL PLANNER™ practitioners in the Metroplex by receiving D Magazine’s prestigious “Best Financial Planners in Dallas” title. For several years, Travis has also been recognized by Texas Monthly magazine as a FIVE STAR Wealth Manager – an accolade awarded to wealth managers who provide their clients with exceptional client service.

Over the years, Travis has provided solid guidance and insightful advice to numerous families and individual clients and is recognized for his leadership in portfolio design and retirement income planning for clients who are in retirement or transitioning into retirement.

Travis graduated from The University of North Texas in 1994 with a Bachelor of Business Administration, with a core concentration in finance. In 2007 he was recognized by the University of North Texas as one of the University’s Outstanding Alumni in Finance.

Travis is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association, and participates in several local industry and community organizations, including Kingdom Advisors, Veterans of Foreign Wars, the 7th Infantry Division Association, Hurricane Creek Country Club, and Bois D'arc Creek Cowboy Church of Bonham.

Travis has been married to Lisa for 20 years. They have three children: Braeden, age 18; Cole, age 16; and Lily, age 11. In his spare time, he enjoys many outdoor activities including gardening, fishing, golf, and helping his children grow and show livestock with the Bonham FFA.