Team Allen Stocker, CFP® Managing Partner 614-944-5225 855-492-8897 firstname.lastname@example.org Allen is the Founder and President of Patriot Asset Advisors and an expert in financial planning and investment management. He is a highly respected independent authority on both comprehensive financial planning as well as fee-only... Read more Jonathan Taylor Financial Advisor 614-944-5225 855-492-8897 email@example.com Jonathan is a Financial Advisor who joined Patriot Asset Advisors in 2011. Jonathan holds several securities registrations and insurance licenses, all of which require extensive continuing education, plus earned a Bachelor of Science... Read more Meghan Wentz Executive Assistant Meghan is an executive assistant for Patriot Asset Advisors. She is responsible for a number of important roles within our company including office administration, marketing and client relations. Meghan joined Patriot Asset Advisors in... Read more Are you ready for your FREE No Obligation Consultation...fill in the form and Relax. We'll take it from here. Name Email Message Thank you! Oops!