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Michael K. Smith C(k)P, CPFA, CRPS, AWMA, AIFA, QKA

Michael K. Smith
C(k)P, CPFA, CRPS, AWMA, AIFA, QKA

Managing Partner, Insight Financial Partners, LLC

Mike is the Co-Founder and Managing Partner of Insight Financial Partners, LLC, an independent Registered Investment Advisory firm. He has over 30 years of experience in the Employer Sponsored Retirement Plan and Financial Services industry.

Since 1989, Mike has collaborated with over 775 plan sponsor clients, from start-up plans to plans with over $9 billion in assets. As an AIFA® (Accredited Investment Fiduciary Analyst) designee, Mike has successfully completed a specialized program on investment fiduciary standards of care and ISO assessment procedures, and is qualified to perform fiduciary assessments to verify or certify an entity's conformity to CEFEX's (Center for Fiduciary Excellence) Global Fiduciary Standard of Excellence.

Mike, as an elected public official, served for 6 years as a member of the Board of Trustees of McHenry County College, Community College School District 528 in Crystal Lake, Illinois. 5 of those 6 years as Chairman of the Board.  He was named Trustee Emeritus in 2021.

Mike served for 4 years as Treasurer and President of the Friends of McHenry County College Foundation Board.

He served on the Finance Advisory Board for the Richard H. Driehaus College of Business at DePaul University in Chicago, and he is a member of the National Association of Plan Advisors' (NAPA) Government Affairs Committee (GAC).

Mike received his MBA from DePaul University in Chicago, Illinois. He holds multiple Securities Industry Registrations including the Series 7, Series 9/10, and Series 24 registrations held through LPL Financial and the Series 66 registration held through LPL Financial and Insight Financial Partners.