John Tate joined Patriot in 2012. John has a Bachelor of Science Degree in Accounting from the University of Tennessee and a Master of Business Administration Degree in Finance from the University of South Carolina. John also holds the Certified Financial Planner™ (CFP®) designation.
Prior to joining Patriot, John worked in non-profit financial management for over 18 years. He served as the Chief Financial Officer for the City of Maryville and served as the Treasurer, Benefits Officer and Director of Administrative Services for the Holston Conference of the United Methodist Church, which serves more than 900 churches in East Tennessee, Southwest Virginia, and North Georgia. As part of his responsibilities, he managed a $12 million health insurance plan, a $27 million retirement plan, and a $135 million annual budget.
John specializes in helping his clients maximize their financial resources and is focused on serving non-profit leaders and those committed to making a difference with their financial resources.
John lives in Maryville with his wife, Kelly, and their four boys.