Our Team

“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.

“I love working one-on-one with clients to identify their personal financial goals and working together towards meeting those goals. I am honored to walk alongside my clients in discovering how to align their money with their values and find financial freedom.”

Jaime joined the Insight Strategic Wealth team in 2014 as a Portfolio Manager. She leverages her passion for excellence, attention to detail, and 10-plus years as an accountant—including time as an auditor at Ernst & Young—to develop meaningful, effective portfolios and financial plans for Insight’s individual investor clients. She also is instrumental in crafting 401(k) and similar retirement plan solutions for Knoxville-area business owners.

Jaime holds a master’s degree in accounting from the University of Denver, as well as bachelor’s degrees in accounting and international business. She is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Kinder Life Institute Registered Life Planner (RLP®).

On a personal note, Jaime has a daughter, who keeps her busy outside of work. Other than financial planning, Jaime’s passion is meditation. She started meditating in 2015. She has meditated daily ever since, attending many silent retreats, and becoming a certified meditation and mindfulness instructor in 2019.

Stephen joined the Insight Strategic Wealth team as a Senior Wealth Advisor in 2025 where his focus is

servicing client accounts, holistic financial planning, retirement planning, tax planning, cash flow management, and estate planning. With 25 years in the financial services industry, Stephen’s past experiences include personal financial planning, small business consulting, and tax practices. 

Prior to his Accounting and Wealth Management career, Stephen practiced law, which provided him with a strong foundation for his transition into financial services. 

Stephen’s educational background includes a B.S. in Accounting, a J.D., and an MBA in Finance from the University of Tennessee, along with certifications such as the Certified Public Accountant® (CPA®) designation, the Personal Financial Specialist (PFS) designation.

Deeply motivated by assisting clients in achieving their financial goals, Stephen works collaboratively with the Insight Strategic Wealth team to develop impactful customized solutions. Involved with organizations such as the American Institute of Certified Public Accountants and the Financial Planning Association, Stephen is passionate about Tennessee’s ecology and is an amateur arborist. 

“The key to successful communication is listening. Earning trust is central to developing meaningful relationships. Integrity, transparency, and honesty are the best tools for building a profitable future. And the foundation for impactful wealth management services requires all of the above.”

Deana joined the Insight Strategic Wealth team in 2025 as a Wealth Advisor. Leveraging her extensive wealth management and banking experience, Deana develops highly customized, comprehensive wealth management strategies tailored to meet the unique needs of successful professionals, entrepreneurs, businesses, and multi-generational families. 

Deana’s background in analytical and financial services began over two decades ago at institutions such as J.P. Morgan Chase, where she launched the first Chase Private Client office, and as a Senior Private Banker at JP Morgan Private Bank. She has also served as a Private Wealth Advisor for US Bank and as a Senior Private Banker at Wells Fargo. In these roles, Deana honed her skills in portfolio implementation, estate planning, insurance, business consulting, and complex dynastic family inheritance strategies for ultra-high-net-worth clients.

Raised on a working farm in Central Georgia, Deana’s upbringing instilled the values of hard work, integrity, accountability, and community involvement, all of which continue to guide her professional focus and personal life. Committed to serving others, Deana actively engages with the communities of Middle Tennessee through the support of numerous local non-profits and charitable causes.

Mahogany joined the Insight Strategic Wealth team in 2025 as an Associate Wealth Advisor. Before joining the Insight team, Mahogany worked as an attorney across a wide variety of fields, from litigation to estate planning to, more recently, commercial lending. Mahogany brings her years of experience serving and problem solving for clients to the Insight team, assisting with data compilation, preparation of initial financial planning reports and development of financial strategies as required to meet client goals. She also assists with portfolio management, estate planning, and client distribution requests.

Mahogany holds a bachelor’s degree from Cornell University, law degree from the University of Southern California Gould School of Law and a masters in tax law from Golden Gate University School of Law.

Outside the office, Mahogany spends most of her time with her husband at their daughter’s numerous sporting events. In her free time, she also enjoys reading, paddle boarding, attending live theater, and traveling.

Henri joined the Insight Strategic Wealth team as an Associate Wealth Advisor in 2025 where his focus is portfolio management, financial plan preparation, and client engagement. Henri also monitors client activity, manages cash needs reports, tax information, and any applicable alerts or deadlines related to clients’ assets, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

Henri began his career at Chicagoland Financial Group after earning his BBA from Loyola University Chicago. Driven by the desire to provide peace of mind to clients and their families, Henri enjoys offering reassurance by leveraging his finance and economics background to optimize the lifelong benefits of each client's hard-earned savings.

Originally from Detroit, Henri is a member of the National Association of Eagle Scouts (NESA) and the National Association of Business Economists (NABE).

Jefferson joined the Insight Strategic Wealth team as an Associate Wealth Advisor in 2025 where his focus is assisting the team’s Wealth Advisors with the management of client relationships and portfolios. In addition, Jefferson assists in the development of financial planning strategies, including investments, tax diversification, estate planning, insurance, and retirement planning.

Jefferson also monitors client activity, cash needs reports, tax information, and any applicable alerts or deadlines for clients’ assets, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

In his spare time Jefferson enjoys golfing with his family, backpacking, and fishing.

“It’s great to be at a firm where exceptional client service is goal one for all of us. My role is to take care of those million little distracting things behind the scenes, so our advisors can devote their workday to our clients.”

With our mission to customize each client relationship, our back-office operations require meticulous oversight every step of the way. Since 2018, Stephanie has been making sure we’re doing just that, with every piece of paperwork in place and accurately completed for each client. Above and beyond the administrative rigor she brings to our team, Stephanie is also our sounding board and source of creative inspiration whenever it’s time to think outside the box. 

Before joining the Insight team, Stephanie built a rich and varied career as an international credit specialist, field examiner, account manager, and financial service representative across a variety of industries. She holds a bachelor’s degree in finance from the University of Tennessee. 

Outside of the office Stephanie’s weekdays are spent picking up her daughter Gracie from school, taking care of dinner and homework, and then winding down with some video games before it’s time for bed… often for both of them! She and her husband Rick usually dedicate their weekends to family catch-up time as well.

Sandra joined the Insight Strategic Wealth team as the Nashville Office Operations Manager in 2025 with over 40-years of client service and support experience.  

With a passion for building rapport with clients to best understand their needs, Sandra’s background also includes coordinating and prioritizing client requests and needs for expedited service by the firm’s Wealth Advisors.