Broker Check

Team

 

Allen Stocker, CFP®

Managing Partner

614-944-5225

855-492-8897

astocker@patadvisors.com

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...
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Jonathan Taylor

Financial Advisor

614-944-5225

855-492-8897

jtaylor@patadvisors.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...
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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...
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