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Patriot Investment Management was founded in 1993. PIM is registered with the Securities and Exchange Commission and is a true
fee-only advisory firm. Patriot Investment Management Group is a leader in the Knoxville
area in providing objective, customized investment management services and long term financial planning services to individuals and corporations. Patriot Investment
Management is one of the largest fee-only firms in Knoxville. |
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Click on the name of the planner to view more information. Double click to hide the information. |
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Bradley J. Bower, CFP®
bbower@patriotinvestment.com
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- BS, United States Military Academy
- CFP® Practitioner, College for Financial Planning
- Investment Manager, Patriot Investment Management Group, Inc., 1993 to present
- Holston Home for Children Foundation, Board of Directors
- Holston Conference Foundation, Board of Directors
- Holston Home for Children Board, Vice Chair
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Charles R. Harr, CFP®
charrfp@patriotinvestment.com
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- BS, West Texas State University
- MS, Troy State University
- CFP® Practitioner, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 1994 to present
- Dogwood Arts Festival Board of Directors, Treasurer
- Holston Conference Foundation Board of Directors, Investment Committee Chair
- Buddy's Race Against Cancer, Corporate Sponsorship Committee Chair
- Holston Home for Children Foundation, Board of Directors
- Tennessee Veteran's Memorial Association, Board of Directors
- Rotary Club of Knoxville, Scholarship Committee Chair
- Endowment Committee Chair, Middlebrook Pike United Methodist Church
- Finance Committee, MPUMC
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Laura L. Bolton
lbolton@patriotinvestment.com
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- BS, Finance, University of Tennessee
- Concentrations in Corporate Finance & Investment Analysis
- Investment Manager, Patriot Investment Management Group, Inc., 2001 to present
- Instructor, Certified Financial Planning Program, University of Tennessee
- Finance Committee, Knoxville District, United Methodist Church
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John Temple
jtemple@patriotinvestment.com
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- BS, Marketing, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2005 to present
- Investment Advisor Since 1994
- Retirement Plan Consultant Since 2002
- Wealth Advisory Specialist Since 2004
- Optimist Club of Knoxville, President, 2011-2012
- Optimist Club of Knoxville, Fitness Authority Chairman, 2005 to Present
- Rocky Top Multisport Club Treasurer
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Kim Spencer, CFP®
kspencer@patriotinvestment.com
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- CFP® Practitioner, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2006 to present
- East Tennessee Financial Planning Association, President
- Blount County Homeless Task Force Member
- Neighbors Serving Neighbors with Blount County Sherriff's Department
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Kevin N. Gormley, CFP®, CPA, PFS
kgormley@patriotinvestment.com
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- BS, Finance, Susquehanna University
- Certified Medical Representative (CMR)
- 18 Years of Pharmaceutical Sales, Training, and Management
- CFP® Practitioner, University of Tennessee
- Certified Public Accountant, State of Tennessee
- CPA/Personal Financial Specialist (PFS)
- Master in Accountancy, Strayer University, 2012
- Investment Manager, Patriot Investment Management Group, Inc., 2007 to present
- Optimist Club of West Knoxville
- Member of the AICPA and TSCPA
- TSCPA Financial Planning Committee Member
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J. Taylor Wortham
twortham@patriotinvestment.com
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- BA, Mathematics, Vanderbilt University
- MS, Georgetown University
- University of Tennessee Medical School, 2003-2006
- Member, American Medical Association
- Investment Manager, Patriot Investment Management Group, Inc., 2008 to present
- Knoxville Opera, Board of Directors, Development Director
- HonorAir, Knoxville, Exective Committee
- Medal of Honor Convention, Host Committee
- Phi Delta Theta Alumni Chapter of East Tennessee, Vice President
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Adam Brock, CFP®
abrock@patriotinvestment.com
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- BS, University of Virginia
- CFP® Practitioner, College for Financial Planning
- Investment Manager, Patriot Investment Management Group, Inc., 2009 to present
- Rotary Club of Farragut, Member
- Financial Planning Association, Member
- Knoxville Challenger (Benefitting the Helen Ross McNabb Center) Co-chairman
- Stowers Machinery Corporation (Controller, Inventory Manager, Investment Committee) 1991-2009
- Men's Professional Tennis Circuit
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Kathleen S. Parks, CFP®
kparks@patriotinvestment.com
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- BS, Marketing, Ohio State University
- CFP® Practitioner, University of Houston
- Certified Financial PlannerTM, Patriot Investment Management Group, Inc., 2011 to present
- Owner and Chief Manager, Greenbrier Capital Management, 1999-2010
- Rotary Club of Knoxville, Member
- Financial Planning Association - East Tennessee Chapter, Member
- Habitat for Humanity, Board Member and Construction Supervisor Trainer
- R.W. Sidley, Inc., Board Member
- Kairos/More To Life Foundation, International Board Member and Treasurer
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Jeff Monson
jmonson@patriotinvestment.com
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- BS, Mechanical Engineering Purdue University
- MSIA Krannert Graduate School of Management, Purdue University
- Investment Manager, Patriot Investment Management Group, Inc., 2010 to present
- TRW (Engineering and Manufacturing Management, 1978-2007)
- Managing Partner, GCS Partnership, Commercial Warehousing, Greeneville, TN
- Holston Home for Children, Board of Directors
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John McLaughlin
jmclaughlin@patriotinvestment.com
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- BS, US Air Force, Industrial Engineering
- Investment Manager, Patriot Investment Management Group, Inc., 2011 to Present
- CFP® Candidate, University of Georgia
- National Association of Realtors, Member
- Knoxville Board of Realtors, Member
- Delta Air Lines, Pilot, 1992 to Present
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T. Lee Sherbakoff, CFP®, CPA
lsherbakoff@patriotinvestment.com
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- BS in Finance, University of Tennessee
- MS in Strategic Studies, US Army War College
- Certified Public Accountant (CPA), State of Tennessee
- CFP® Practitioner, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2012 to present
- American Institue of Certified Public Accountants (AICPA), member Personal Financial Planning Section
- Past President, Knoxville Chapter, Tennessee Society of CPAs
- Financial Planning Association, Past President, East Tennessee Chapter of the FPA
- Various non-profit and charitable boards and community volunteer
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John Tate
jtate@patriotinvestment.com
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- BS, Accounting, University of Tennessee
- MBA, University of South Carolina, Finance
- Investment Manager, Patriot Investment Management Group, Inc., 2012 to present
- Conference Benefit Officer and Treasurer, Holston Conference, 2006-2012
- Owner, BTW Properties, 2003 to Present
- Director of Finance and Information, City of Maryville, 2000-2006
- Lay Leader, Fairview United Methodist Church
- Lay Delegate, 2012 General Conference
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Charles P. Mattingly, CFP®, MBA
cmattingly@patriotinvestment.com
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- BS Mechanical Engineering, University of Tennessee
- Financial Planning MBA, California Lutheran University
- CFP® Practitioner, California Lutheran University
- Investment Manager, Patriot Investment Management Group, Inc., 2012 to present
- Financial Planning Association, Member
- Member American Association of Individual Investors
- Rotary Club of Farragut, Member
- Farragut West Knox Chamber of Commerce, Member
- Southwest Airlines, Pilot, 2007 to Present
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Dolores M. Phipps
dphipps@patriotinvestment.com
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- BS, Merchandising, University of Tennessee
- Office Manager, Patriot Investment Management Group, Inc. 2008 to present
- Paraplanner/Administrative Support, Patriot Investment Management, Inc., 2005 to 2008
- 20 years of business management experience
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Connie L. Coffey
ccoffey@patriotinvestment.com
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- Administrative Assistant, Patriot Investment Management, Inc., 2007 to present
- 29 years of business management experience
- Volunteer, Thompson Cancer Survival Center
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Kathryn E. Moehl
kmoehl@patriotinvestment.com
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- Administrative Assistant, Patriot Investment Management, Inc., 2008 to present
- Student of University of Tennessee, 2003-2006
- East Tennessee Financial Planning Association, Chapter Executive
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Holly S. Young
hyoung@patriotinvestment.com
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- BS, Business/Marketing Education, University of Tennessee
- MS, Human Resource Development, University of Tennessee
- Client Services Manager, Patriot Investment Management Group, Inc., 2011 to present
- Client Services Manager, Greenbrier Capital Managment, 2005-2006 and 2010
- Past Work Experience in Sales, Marketing and Client Services Management
- Over 10 Years of Experience Working With Investment Management Firms Since 1997
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Sharon E. Carter
scarter@patriotinvestment.com
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- BS, Health Administration and Business, East Tennessee State University
- Administrative Assistant, Patriot Investment Management, Inc., 2012 to present
- 30 Years of Experience in Office Management, Human Resources and Executive Assistance
- Active in church, choir and related events, Emmaus
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