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
Chief Executive Officer, Financial Professional
Jon Loranger
EVP Compliance & Operations
Cassandra Gonzalez, IACCP®
Compliance Coordinator
Maggie Dumas
Director of Advisor Services
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.
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