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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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- DOB August 25, 1960
- BS, United States Military Academy 1982
- CFP® Practitioner, College of Financial Planning
- Investment Manager, Patriot Investment Management Group, Inc., 1993 to present
- Board of Directors, West Point Society of East Tennessee
- National Advisor Advisory Board, TIAA-CREF
- Southeast Region Advisors Board, Charles Schwab & Co.
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Donald E. Nalls, CFP®
dnalls@patriotinvestment.com
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- DOB April 25, 1956
- BS, George Mason University
- MA, University of Virginia
- MS in Strategic Studies, US Army War College
- CFP® Practitioner, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 1993 to present
- Instructor, Certified Financial Planning Program, University of Tennessee
- Lieutenant Colonel, United States Army Reserve
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, Board of Directors, Smokey Mountain Trout Unlimited
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Charles R. Harr, CFP®
charrfp@patriotinvestment.com
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- DOB June 7, 1945
- BS, West Texas State University
- MS, Troy State University
- CFP® Practitioner, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 1994 to present
- Knoxville Rotary Club, Scholarship Committee Chair
- Endowment Committee Chairperson Middlebrook Pike United Methodist Church
- Finance Committee, MPUMC
- Holston Conference of the United Methodist Church, Board of Pensions and Healthcare, Chair
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Laura L. Bolton
lbolton@patriotinvestment.com
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- DOB July 31, 1972
- BS, Finance, University of Tennessee
- Concentrations in Corporate Finance & Investment Analysis
- Level I Chartered Financial Analyst Candidate, CFA® Institute
- Investment Manager, Patriot Investment Management Group, Inc., 2001 to present
- Instructor, Certified Financial Planning Program, University of Tennessee
- Trustee, Knoxville District, United Methodist Church
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Michael D. Ballinger, CFP®
mballinger@patriotinvestment.com
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- DOB March 2, 1971
- BBA, East Tennessee State University
- CFP®, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2003 to present
- Senior Planner, Resource Advisory Services, Inc., 1999-2003
- Instructor, Certified Financial Planning Program, University of Tennessee
- Member, National Association of Personal Financial Advisors (NAPFA)
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John Temple
jtemple@patriotinvestment.com
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- DOB May 15, 1960
- 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 - Committee Chair
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Kim Spencer - DeFur, CFP®
kdefur@patriotinvestment.com
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- DOB August 5, 1959
- CFP®, University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2006 to present
- CASA Volunteer
- Community Liaison for Senior Outreach, Blount County Sherriff's Department
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Kevin N. Gormley
kgormley@patriotinvestment.com
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- DOB January 9, 1966
- BS, Finance, Susquehanna University
- Certified Medical Representative (CMR)
- 18 Years of Pharmaceutical Sales, Training, and Management
- Candidate, Certified Financial Planning (CFP®), University of Tennessee
- Investment Manager, Patriot Investment Management Group, Inc., 2007 to present
- Involved in Upward Sports
- Volunteer, American Diabetes Association (ADA)
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J. Taylor Wortham
twortham@patriotinvestment.com
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- DOB December 21, 1977
- BA, Mathematics, Vanderbilt University
- MS, Georgetown University
- University of Tennessee Medical School, 2003-2006
- Member, AMA
- Investment Manager, Patriot Investment Management Group, Inc., 2008 to present
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Danielle Woods, J.D.
dwoods@patriotinvestment.com
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- DOB May 20, 1976
- BA, North Central College, Naperville, Illinois
- J.D., Northern Illinois University, College of Law
- Investment Manager, Patriot Investment Management Group, Inc., 2008 to present
- Investment Manager and Director, Mitchell, Vaught & Taylor, Inc. Investment Advisors, Chicago, Illinois 1998 - 2008
- Licensed Attorney in Tennessee and in Illinois
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Adam Brock
abrock@patriotinvestment.com
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- DOB August 6, 1957
- BS, University of Virginia
- Investment Manager, Patriot Investment Management Group, Inc., 2009 to present
- Stowers Machinery Corporation (Controller, Inventory Manager, Investment Committee) 1991-2009
- Men's Professional Tennis Circuit
- Tennis Director
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Dolores M. Phipps
dphipps@patriotinvestment.com
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- DOB May 2, 1966
- Paraplanner/Administrative Support, Patriot Investment Management, Inc., 2005 to present
- BS, Merchandising, University of Tennessee
- 18 years of business management experience
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Connie L. Coffey
ccoffey@patriotinvestment.com
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- DOB October 27, 1965
- Administrative Assistant, Patriot Investment Management, Inc., 2007 to present
- 24 years of business management experience
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Kathryn E. Grooms
kgrooms@patriotinvestment.com
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- DOB May 10, 1985
- Administrative Assistant, Patriot Investment Management, Inc., 2008 to present
- Student of University of Tennessee, 2003-2006
- Student of Roane State Community College, 2006-2007
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