Skip to Main Content

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 More

Our Team

Our Advisors

Bradley J. Bower CFP® President, Chief Executive Officer

Bradley J. Bower

CFP®
President, Chief Executive Officer
Read More
Charles R. Harr CFP® Financial Advisor

Charles R. Harr

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

Laura L. Bolton

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

John C. Temple Jr.

Wealth Advisory Specialist
Financial Advisor
Read More
J. Taylor Wortham Financial Advisor

J. Taylor Wortham

Financial Advisor
Read More
Adam K. Brock CFP® Financial Advisor

Adam K. Brock

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

Jeffrey J. Monson

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

John R. Tate

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

Alex Beale

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

Nancy L. Welch

Financial Advisor
Read More
Chris S. Brown CFP® Financial Advisor

Chris S. Brown

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

Brandon M. Alley

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

Andrew B. Ellis

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

Robert E. Scurlock

Financial Advisor
Read More

Our Staff

Dolores M. Walker Chief Administration Officer

Dolores M. Walker

Chief Administration Officer
Read More
Connie L. Coffey Executive Assistant

Connie L. Coffey

Executive Assistant
Read More
Kathryn E. Scarbrough Client Services Manager

Kathryn E. Scarbrough

Client Services Manager
Read More
Shawna R. Krugjohann FPQP™ ParaPlanner

Shawna R. Krugjohann

FPQP™
ParaPlanner
Read More
Lara E. Burn Executive Assistant

Lara E. Burn

Executive Assistant
Read More
Ladye M. Main Executive Assistant

Ladye M. Main

Executive Assistant
Read More
Brenda Miller Executive Assistant

Brenda Miller

Executive Assistant
Read More
Brandon C. Smith Financial Analyst

Brandon C. Smith

Financial Analyst
Read More
Amy L. Walker Executive Assistant

Amy L. Walker

Executive Assistant
Read More