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As concern rises about the spread of the coronavirus, we wanted to let you know that we at Patriot are closely monitoring this situation to maintain very high service levels and minimize disruption. We have taken prudent steps and have carefully reviewed our plans to ensure business continuity. If you have any questions or concerns, please let us know. We are here for you. Read our note on COVID-19

Our Team

Our Advisors

Bradley J. Bower CFP® President, Chief Executive Officer

Bradley J. Bower

CFP®
President
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Charles R. Harr CFP® Financial Advisor

Charles R. Harr

CFP®
Financial Advisor
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Laura L. Bolton Chief Information Officer Financial Advisor

Laura L. Bolton

Chief Information Officer
Financial Advisor
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John C. Temple Jr. Wealth Advisory Specialist Financial Advisor

John C. Temple Jr.

Wealth Advisory Specialist
Financial Advisor
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J. Taylor Wortham Financial Advisor

J. Taylor Wortham

Financial Advisor
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Adam K. Brock CFP® Financial Advisor

Adam K. Brock

CFP®
Financial Advisor
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Jeffrey J. Monson CFP® Financial Advisor

Jeffrey J. Monson

CFP®
Financial Advisor
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John R. Tate CFP®, CKA®, MBA Financial Advisor

John R. Tate

CFP®, CKA®, MBA
Financial Advisor
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Alex Beale CFP®, JD, MBA Financial Advisor

Alex Beale

CFP®, JD, MBA
Financial Advisor
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Nancy L. Welch Financial Advisor

Nancy L. Welch

Financial Advisor
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Chris S. Brown CFP® Financial Advisor

Chris S. Brown

CFP®
Financial Advisor
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Brandon M. Alley CPRS™ Financial Advisor

Brandon M. Alley

CPRS™
Financial Advisor
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Andrew B. Ellis CPA, CFA, CFP® Financial Advisor

Andrew B. Ellis

CPA, CFA, CFP®
Financial Advisor
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Robert E. Scurlock Financial Advisor

Robert E. Scurlock

Financial Advisor
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Brandon C. Smith Financial Analyst

Brandon C. Smith

Associate Advisor
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Palamar Head shot

Dave Palamar

Financial Advisor
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Our Staff

Dolores M. Walker Chief Administration Officer

Dolores M. Walker

Chief Administration Officer
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Connie L. Coffey Executive Assistant

Connie L. Coffey

Executive Assistant
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Kathryn E. Scarbrough Client Services Manager

Kathryn E. Scarbrough

Client Services Manager
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Shawna R. Krugjohann FPQP™ ParaPlanner

Shawna R. Krugjohann

FPQP™
ParaPlanner
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Lara E. Burn Executive Assistant

Lara E. Burn

Executive Assistant
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Ladye M. Main Executive Assistant

Ladye M. Main

Executive Assistant
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Brenda Miller Executive Assistant

Brenda Miller

Executive Assistant
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Amy L. Walker Executive Assistant

Amy L. Walker

Executive Assistant
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