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 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.

With over 20 years of experience in the financial services industry, Jason is a Certified Financial Planner (CFP)® and began his career as a financial adviser and investment firm manager. He has held several senior-level positions with multiple broker-dealers and investment advisors throughout his tenure. Jason’s prior experience as a financial adviser is the driving factor behind his consultative and training approach to compliance and operations.

Jason also holds the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations. He has also served on the American College Academic Advisory Board. Jason has previously held the Series 4, 7, 24, 27, 53, 55, 63, 65, and 86 and earned a Bachelor’s degree in Criminal Justice and Psychology from the University of North Georgia.

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!