Kathy joined Patriot Investment Management in 2011 and serves as a Financial Planner and Wealth Manager.
She grew up around her family’s concrete business in Painesville, Ohio and received her business degree from The Ohio State University. She received her CFP® designation while living in Houston, Texas before choosing to settle in Knoxville permanently in 1995. She started building her financial planning practice shortly after moving to Knoxville and ran her own firm, Greenbrier Capital Management, PLLC, until she joined forces with Patriot in January 2011.
Her lifetime involvement with her family business gives her the skills necessary to not only successfully run businesses, but also the perspective to assist other business owners in overcoming their unique challenges in meeting their financial objectives.
Her intuitive style is instrumental in seeing through to the cause of clients’ issues, rather than just dealing with the symptoms of the problem. She is passionate about learning and has participated in many of the top educational programs available in the financial planning profession. Kathy utilizes these skills and talents in helping families and individuals navigate the issues associated with life’s most common challenges, such as the loss of a parent or spouse, divorce, sale of a business and retirement.
Kathy has contributed to her community through various organizations, primarily the Financial Planning Association, Rotary International and Knoxville Habitat for Humanity and enjoys sharing her knowledge and gifts through speaking whenever the opportunity avails itself.