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I am a Registered Investment Advisor Representative affiliated with Patriot Investment Management, an SEC-reporting registered investment advisor firm headquartered in Knoxville, TN.

For your protection all of the investments for which RIAs are directly responsible, are required to be custodied in accounts maintained at an independent brokerage.  The brokerage firm sends you statements directly each month.


  • Patriot Investment Management Group, Inc., doing business as Financial Counseling & Administration, is registered as an investment adviser with the Securities Exchange Commission and only transacts business in states where it is properly noticed filed, or is excluded or exempted from such filing requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
  • Information on this website does not involve the rendering of personalized investment advice. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.
  • Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) and are subject to change.
  • Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
  • All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio.