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Our Team

We’re here to serve our neighbors: business, academic, technology, financial and service professionals, retirees and their families in the greater Knoxville community and beyond.

Our core beliefs drive all that we do: YOU are at the center of our services, and our service is central to our business. Our service model is designed to fit you, rather than the other way around. Learn more about the Staff at CTM Financial:


Pat Taylor CPA/PFS, Wealth Advisor 865.777.2325 View Full Bio
Jaime Conry CPA/ CFP®, Portfolio Manager 865.777.2325 View Full Bio

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