Andrew B. Ellis CPA/PFS® CFP® CFA®

As “Your Personal CPA”, Andy works with individual clients who appreciate comprehensive tax planning and investment management, while constantly leveraging his experience as a comprehensive financial advisor to help his clients explore thoughtfully informed financial planning scenarios. His areas of focus include Estate Planning, Tax Efficient Retirement Withdrawal Planning, and Executive Compensation and Benefit Strategies. Andy is a Certified Public Accountant, Personal Financial Specialist®, a Certified Financial Planner®, and also holds the Chartered Financial Analyst® designation; an incredibly rare combination, given the rigorous requirements for each of these credentials. He also holds his Bachelor of Science degree in Business Administration with a concentration in Accounting as a proud alum of the University of Tennessee. Andy partnered with Patriot Investment Management in 2017 after spending a significant amount of time evaluating firms to find the most dependable and trustworthy fiduciary to provide investment management for his existing RIA and tax practice. Andy lives in West Knoxville with his wife, Holly, and their four children, whom he strives to remain “deeply involved” with. In his spare time, he enjoys reading, running, spending time with friends, and watching classic musicals with his family.