Pat Taylor CPA/PFS, RLP®
“When people are planning with their CPAs, attorneys, agents, and money managers, it’s hard for everyone to understand each other’s business. As wealth manager, I like to interpret and educate. I take the financial jargon and translate it, so we’re all talking the same, client-centric language.”
When Pat founded affiliated Conry-Taylor & Company CPAs PC in 1988, she drew from her extensive background to build a ground-breaking model for assisting Knoxville-area families with their business accounting, tax preparation and financial planning needs. In 2008, she built on her early vision to co-found what became Insight Strategic Wealth, an independent, fee-only Registered Investment Advisor firm. As a small business owner herself, with hands-on experience as an accountant, tax specialist, and financial planner, Pat’s steady leadership has been instrumental in developing our distinct Financial Life Planning client experience, as well as our Five-Touch Financial Care™ solution.
Pat holds a bachelor’s degree from Vanderbilt University and has been a practicing CPA since 1984. She obtained her AICPA Financial Planning Specialty (PFS) designation in 2010, and became a Kinder Institute Registered Life Planner (RLP®) in 2021.
Pat is married, with two daughters and three grandchildren. In her spare time, she enjoys volunteering in and around the greater Knoxville community, especially in mental health and education. Wherever she is found, you can count on Pat to speak plainly and directly, bridging gaps and resolving confusion.