109 Westpark Drive
What are your unique financial values and goals?How are you protecting your goals? How much should you save?
What is the plan for your business? Your business is your greatest financial asset.
Wealth is more than money. Wealth provides means for your life's dreams and goals.
Most have goals, few have plans
Growing your business is our business.
Planning for your future should include investing in your future.
Our ProfessionalsOur greatest strength is our financial professionals.
Our Planning ProcessOur unique process is designed to organize, educate, empower clients to make optimal financial decisions.
CEO, MBA, ChFC
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 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 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...
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....