Allen Stocker CFP®

Managing Partner
Allen is the Founder and President of Patriot Asset Advisors and specializes in financial planning and investment management. He is a highly respected independent authority on both comprehensive financial planning as well as fee-only investment management. Allen built a successful practice during his 14 years with AG Edwards & Sons....

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 June of 2016. She has 4 years of financial services industry experience and very valuable to...