INSIGHT WEALTH PARTNERS - Key Persons
Elyza Massey is excited to have recently joined the Insight Wealth Partners team. Elyza has four years of experience as the Records Specialist for at a law firm in downtown Dallas. This experience has provided her with an excellent administrative skillset and the ability to provide professional service to the clients of IWP.
Elyza is highly organized and detail oriented. She thrives on hard work and enjoys the challenge of a project that requires careful research and planning to fully execute. She puts these skills to work at home, as well, in her favorite hobbies which include cooking, crafting, party planning, and flipping furniture.
Elyza and her husband Drake enjoy raising their two young children, Emersyn and Oliver. Their free time is mostly spent watching Disney movies, playing dress up, coloring, and going to the playground. Their house is always loud and never completely clean, but they wouldn't have it any other way.
Prior to joining Insight Wealth Partners in 2018, Kevin spent the past 18 years as a Financial Advisor with Ameriprise Financial Services, Inc. During his tenure, he received several awards and recognitions for his outstanding client service. He was also selected to the Insurance Million Dollar Round Table.
Texas Monthly magazine named Kevin as a FIVE STAR Wealth Manager consecutively from 2014 to 2022. This award assists consumers in selecting a wealth manager who provides their clients with exceptional client service and advice.
Kevin enjoys building relationships with his clients to help them through life's journey. He focuses on working with clients to determine what is truly important in their lives, then developing and implementing solutions to help them solve life's complicated issues and decisions.
Kevin graduated from Xavier University, New Orleans in 1984 with a Bachelor of Science Degree in Accounting and dual minors in Business and Economics. Prior to joining Ameriprise, he spent 14 years in the manufacturing industry in various roles as a Cost Accounting Professional with organizations such as Proline Corporation, Continental Baking Company-Ralston Purina, G.D Searle Pharmaceuticals and Monsanto Chemical Company.
Job Titles:
- CFO
- Managing Partner
- CERTIFIED FINANCIAL PLANNER
Prior to joining Insight Wealth Partners in 2010, Ryan worked as a CPA at RSM McGladrey, Inc. and McGladrey & Pullen, LLP, the 5th largest public accounting firm in the nation. After only three years, Ryan was promoted to the position of Tax Manager, making him the primary client service coordinator for multi-million dollar companies engaged mostly in the real estate and non-profit industries. Ryan was consistently recognized as a top client service provider and received the highest possible performance ranking each year he was with RSM. Using his background in computer science, Ryan also took the initiative to develop several programs that streamlined various office processes. While originally developed only for the Dallas office, his arrangement letter program became the firm standard and is utilized in numerous RSM offices throughout the nation.
Ryan has the ability to understand and distill complex problems into fundamental principles that he can effectively communicate to others. Throughout his career at RSM, Ryan demonstrated this skill as he taught numerous continuing professional education courses. Ryan taught at the Texas Tech University Tax Institute, presented multiple national webcasts, and taught sessions at the Annual National Tax Conference for the partners, directors, and managers of RSM. His aptitude for analyzing and communicating difficult concepts translates well to his client relationships, as it allows Ryan to work with his clients to break down complex financial problems into practical solutions. For multiple years, Ryan has 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. Ryan has also been recognized by Forbes Magazine as a Top Next-Gen Advisor for the past two years.
Ryan graduated Summa Cum Laude from Texas Tech University in 2004 as the "Highest Ranking Graduate in the Rawls College of Business." He was awarded a Master of Science in Accounting with a focus in Taxation and a minor in Mathematics.
Ryan is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Certified Public Accountant, and a member of the American Institute of Certified Public Accountants. Ryan is also very active at his church, Vineyard Community Church, where he is an elder and member of the Pastoral Advisory Committee.
Ryan has been married to his high school sweetheart and best friend, Alison, for twenty years. They have five sons: Caleb, Deron, Simon, Jonas, and Isaac. During his spare time, Ryan enjoys taking Taekwondo with his older sons and received his Black Belt in December of 2014. He also enjoys rock climbing, skiing/snowboarding, riding his Onewheel, playing guitar, and most of all, spending time with his family.
Job Titles:
- Managing Partner
- CERTIFIED FINANCIAL PLANNER
Travis has been providing financial planning advice and leadership to clients for 27 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.
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 the past several years. Additionally, Travis has been consecutively 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.
Travis has been married to Lisa for 25 years. They have three children: Braeden, Cole, and Lily.