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Meet The Team

More Than Colleagues — We’re a Community

Behind every advisor is a team that makes independence possible. At Patriot Financial Group, you’ll find experienced professionals, genuine collaboration, and a culture based on loyalty, ready to help you build your practice and your future.

Michael Tashjian

Michael Tashjian

Chief Executive Officer, Financial Professional

Jon Loranger

Jon Loranger

EVP Compliance & Operations

Cassandra Gonzalez, IACCP®

Cassandra Gonzalez, IACCP®

Compliance Coordinator

Maggie  Dumas

Maggie Dumas

Director of Advisor Services

Susan Smith

Susan Smith

Financial Advisor

Make Independence Your Advantage

Your book, your brand, your future. Patriot Financial Group provides the infrastructure and culture to keep you independent while helping you grow.

Join Us Today