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Why Choose Insight Alliance
Our Professionals
Our greatest strength is our financial professionals.
Our Planning Process
Our unique process is designed to organize, educate, empower clients to make optimal financial decisions.
Our Team
Chris Whitman
CEO, MBA, ChFC
Chris_Whitman@InsightAlliance.com
Chris Whitman is the CEO and co-founder of Insight Alliance. Chris is a seasoned financial advisor serving families and business owners. He is an industry leader in financial consulting and planning. His primary focus is on...
David Walker
CRPC®
David_Walker@InsightAlliance.com
David joined Insight Alliance in March of 2013 after spending the previous two years with Merrill Lynch in Nashville. He heads the dentist/physician services division of the practice. David enjoys working with a diverse group of...
Randy Whitman
CHFC®, CFP®
Randy_Whitman@InsightAlliance.com
Randy Whitman is the COO and co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University. Randy uses his unique relational skills to uncover what his clients...
Shannon Garza
Shannon_Garza@InsightAlliance.com
Clients of Insight Alliance enjoy working with Shannon as she assists each of them with financial strategy implementations. She is dedicated in assisting our team and our clients in fulfilling commitments during our planning process....