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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 1982
- CFP® Practitioner, College of Financial Planning
- Investment Manager, Patriot Investment Management Group, Inc., 1993 to present
- West Point Society of East Tennessee, Treasurer
- The Episcopal School of Knoxville, Board of Trustees
- Holston Home for Children, Board of Directors
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Donald E. Nalls, CFP®
dnalls@patriotinvestment.com
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- 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
- Colonel, United States Army Reserve
- Chief of Staff, 95th Div. (IET), Fort Sill, OK
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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
- Rotary Club of Knoxville, 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
- Dogwood Arts Festival Board of Directors, Treasurer
- Holston Conference Foundation Board of Directors
- Buddy's Race Against Cancer, Corporate Sponsorship Committee
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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
- Trustee, Knoxville District, United Methodist Church
- Volunteer, Buddy's Race Against Cancer
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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 - Committee Chair
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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
- CASA Volunteer, Neighbors Serving Neighbors, 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)
- Investment Manager, Patriot Investment Management Group, Inc., 2007 to present
- Optimist Club of West Knoxville
- Member of West Knoxville Chamber of Commerce
- 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
- Young Professionals of Knoxville, Member Finance Committee
- Knoxville Opera, Board of Directors
- HonorAir, Knoxville
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Adam Brock
abrock@patriotinvestment.com
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- 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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Kathleen S. Parks, CFP®
kparks@patriotinvestment.com
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- BS, Marketing, The Ohio State University
- CFP® Practitioner, University of Houston
- Investment Manager, Patriot Investment Management Group, Inc., 2011 to present
- Owner and Chief Manager, Greenbrier Capital Management, 1999-2010
- Rotary Club of Knoxville, Member
- Knoxville Estate Planning Council, 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., 2011 to present
- TRW (Engineering and Manufacturing Management, 1978-2007)
- Mountain National Bank Board of Directors, Sevierville, TN
- Holston Home for Children, Board of Directors
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Dolores M. Phipps
dphipps@patriotinvestment.com
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- Office Manager, Patriot Investment Management Group, Inc. 2008 to present
- Paraplanner/Administrative Support, Patriot Investment Management, Inc., 2005 to 2008
- BS, Merchandising, University of Tennessee
- 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. Grooms
kgrooms@patriotinvestment.com
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- 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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Holly S. Young
hyoung@patriotinvestment.com
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- BS, Business/Marketing Education, University of Tennessee, 1995
- MS, Human Resource Development, University of Tennessee, 1996
- 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
- 9 Years of Experience Working With Investment Management Firms Since 1997
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