Jonathan Taylor is a financial adviser and Chief Compliance Officer for Patriot Asset Advisors. He holds a Bachelors of Science degree from Ohio University. As a long term resident of Licking County he is very active in the community. He gives of his time to help the less fortunate in...
Allen is the Founder and Managing Partner 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 is a Certified Financial Planner™ professional (CFP®) and holds a bachelor’s degree...
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...