…at JPM he worked in the Investor Client Management Group. In this role he was the primary point of contact between JPM and the senior management at some of JPM’s…
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It’s Time To Revisit Your Annual Financial Goals. How Did You Do?
…about personal finance? Did you develop better financial habits? Did you make strides in improving your financial literacy? These non-monetary gains are crucial for long-term financial success. Setting Goals for…
Read MoreBrandon M. Alley
Brandon joined the Patriot team in 2017. He earned his Bachelor of Science degree in Business Administration in Finance from the University of Tennessee, Knoxville, with a collateral focus in…
Read MoreBradley J. Bower
…working for a large brokerage firm in Washington, DC. He then moved to Knoxville in 1992 and co-founded Patriot Investment Management in 1993. He passed the Certified Financial Planner® exam…
Read MoreJ. Taylor Wortham
Taylor joined Patriot Investment Management in 2008. Prior to working at Patriot, Taylor earned a Mathematics degree from Vanderbilt University, a Master’s degree from Georgetown University in Physiology and Biophysics…
Read MoreJeffrey J. Monson
…in engineering and management positions with TRW Automotive working in various manufacturing plant locations in the US. Jeff also managed a family business that owned and leased commercial warehouse and…
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The One Big Beautiful Bill And You
…and $30 million for married filing jointly. Note: The exemption will increase with inflation.1,2 A Note on Estate Management Ever since the Tax Cuts and Jobs Act of 2017, there…
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