Our Name

PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.

PanthRex (pronounced Panth-Rex) is the combination of the Latin names Panthera Leo (Lion) and Rex (King).  The King Lion exemplifies stateliness, strength, decisiveness, and protection.  Each of these characteristics also exemplify PanthRex Asset Management.

We hope clients will find that certain traits of the King Lion, namely its intuition, wisdom, and prudent action, characterize the way we conduct our business. Our objective is to act with prudence when applying intuition and wisdom in our investment strategies.

Our Leadership

PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.

Allen Hargis

Allen Hargis, a Certified Public Accountant (CPA), Registered Income Consultant Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team.  As a retired Colonel of the Arkansas National Guard having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.

Michael R. Wallin

Michael R. Wallin, a Certified Financial Planner™ Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan.  Through a consultative approach with the client, Michael explores what is important to the client now and in the future.  Having spent more than 20 years in case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence.  Michael is a leader in the industry, serving on several boards, including the Middle Tennessee Chapter of the Financial Planning Association (FPA).

Collectively, Allen and Michael’s conservative approach and integrity
has attracted some of the brightest and most capable Investment Advisor Representatives (IAR)
in the industry.

Our Team

PanthRex Asset Management is a boutique, client-centric firm represented by hand-selected investment professionals. Each IAR shares the core values of the firm and is held to the highest industry standards to insure the client’s needs are always put first.
Cory S. Colquette

Cory S. Colquette

Chief Investment Officer

Serving as PanthRex’s Chief Investment Officer, Cory’s advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape PanthRex’s money management offerings, and create the best value opportunities for clients.

With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Men’s Ministry Network. 

Scott B. Magoon

Scott B. Magoon

Adviser Development and Marketing Communications

Scott holds a Certified Fund Specialist™ (CFS™) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the financial services industry, Scott started as a wholesaler in Denver for one of the largest Insurance Marketing Organizations in the country. Later, he went on to help start and grow other financial firms, including a Broker-Dealer and a few Registered Investment Advisors. Rapid success came from working closely with financial advisers and intensely focusing on not just case design assistance, but from introducing a more business consultant, team-oriented, and adviser-centric service model approach…something nobody else in the industry offered at the time, that had advisers’ practices soaring. This philosophical approach remains the foundation of PanthRex’s service model today.

Scott holds a Series 65 investment license and Life and Health Insurance licenses, also previously holding Series 7 and 63 FINRA licenses. Scott also holds a Certified Fund Specialist™ (CFS™) designation and a Bachelor’s degree in Corporate Communications from Texas A&M University, with a focus on Business and International Relations.

Kyle Davis

Kyle Davis

Case Planning Analyst

Kyle Davis has 22 years of experience in the financial services industry. He has an extensive background in advanced case planning, retirement planning, charitable planning, investment research/analysis, and income planning. Kyle has worked as a Registered Representative, Financial Advisor, and Investment Advisor Representative enabling him to understand the needs of clients and managing their investments and financial planning needs.

Kyle currently has securities registration as a Series 65 FINRA licensed individual and has been registered in the past as Series 6,7, 63, and 66. Kyle also holds a Life and Health insurance license.

Kyle has a certification in Retirement Planning from the Life Underwriting Training Council, an FLMI designation from the Life Office Management Association, as well as post-graduate certification in Paralegal Studies.

Kyle also earned a Bachelors of Science Degree from Austin Peay State University and an MBA from Thornewood University.

Cherre Oakley

Cherre Oakley

Operations Officer

Cherre has always believed her balanced focus on both processes and forming strong relationships with people has proven to be valuable in her endeavors. Starting with her undergraduate degree in Computer Science and a graduate degree in Information Systems, she has developed a strong corporate track record in Project Management, Business Process Analysis, Computer Information Analysis, and Change Management within the financial and healthcare industries. Her accomplishments in the corporate world include building and managing a team of Business Analysts whose job was to capture/deliver customer requirements for enterprise-wide projects. Her deep passion for process improvements even created a driving force to obtain a Lean Six-Sigma green belt. Cherre eventually left the corporate world for two years to start a successful family-owned financial advisory business with her husband before joining Optivise Advisory Services.

Cherre currently works tenaciously at Optivise in many facets behind the scenes including, operations, new business processing, account processing, tech stack training, adviser technology assistance, and special projects.

She enjoys spending time in Bible study, flower gardening, crafts, walking, traveling, scrapbooking and most importantly time with family – especially her identical twin sister!

Our Firm

PanthRexAsset Management is an independent, fee-only Registered Investment Advisory that provides discretionary asset management services to individuals, trusts, and businesses.

PanthRex is registered with the U.S. Securities and Exchange Commission and is subject to fiduciary and regulatory obligations under the Investment Advisers Act of 1940. The firm has adopted compliance policies and procedures, adheres to a code of ethics, and fosters a client-first culture focused on honesty and trust.

We strive to offer a level of personalized service and open communication not found at larger firms to ensure our clients feel comfortable and secure when choosing PanthRex Asset Management.

CONTACT US

PanthRex Asset Management
109 Holiday Court
Suite A6
Franklin, TN 37067

888.302.5559

panthrex.com

DISCLOSURES

Investment advisory services are offered through Optivise Advisory Services, LLC, a SEC Registered Investment Advisor. Investments offered through PanthRex are not FDIC insured or guaranteed by any governmental organization or program and will fluctuate in value. All information provided is general in nature and should not be construed as an offer to buy or sell any securities. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.

Additional information about Optivise Advisory Services and your IAR may be found at https://adviserinfo.sec.gov/firm/summary/301764

 

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