About The Patriot Financial Group

Putting our team to work for you & your team.

Commitment

Loyalty

Ethics

As an independent Registered Investment Advisor, TPFG is partnered with two of the industry’s leading custodians, TD Ameritrade and Charles Schwab, to serve our advisors and their clients with the best programs and platforms to manage their assets. In addition to partnering with TD and Schwab, we are supported by Securities America for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.

To top it off, our advisors utilize Black Diamond—an industry leader in technology, data aggregation and performance reporting—to deliver an incredible client experience when reviewing their portfolio. All in all, The Patriot Financial Group is uniquely positioned to add incredible value to the practice of an independent financial advisor and we look forward to serving your needs as a client.

The Patriot Group Financial Management Team

Together we grow.

The Patriot Financial Group has a track record of taking already successful advisors and helping them achieve the next level. While it may sound too good to be true, the reality is that through our team model, resources, technology and of course, one of the best back-office support teams ever assembled we can do just that. This team is ready, willing and able. They have the expertise and experience to support you now and as you grow.

David M. O'Donnell, LUTCF

Chairman

David is committed to building an environment conducive to growth, support, and lead generation.

Michael Tashjian

Chief Executive Officer

Michael is committed to helping each advisor maximize the value of their independent practice.

Jon Loranger

Chief Compliance Officer

Originally from Maine, Jon Loranger is a graduate of Northeastern University. He Holds Series 7, 24, 53, 63, and 65 licenses. He oversees the compliance operations of the firm.

Jill Anderson

Sr. Vice President of Business Development

With decades of experience in financial services and marketing, Jill has the unique ability to help advisors and professionals work together to help clients achieve their financial goals.

Maggie Dumas

Director of Advisor Services

Maggie provides complete back-office processing from getting advisors appointed to insurance carriers to processing and submitting applications, coordinating parameds, and responding to correspondence for Patriot Brokerage Services

Cassandra Gonzalez

Compliance Coordinator

As Compliance Coordinator, Cassie will play a key role in the supervisory and operational aspects of the firm. She will work closely with advisors to approve trades and monitor business activities.

Grow Your Business

Get Started
Contact Us
Name
Name
First
Last