Meet the Team
Allen Stocker, CFP®
Managing Partner/Private Wealth Officer
“In an industry plagued with conflicts of interest, I’m proud that we offer a high quality fiduciary service that puts our clients first.”
Allen Stocker, CFP® is the founder and Managing Partner of Patriot Asset Advisors. He loves financial planning and investment management, yet still dreams of being a professional golfer. He also likes to hike, enjoys reading, and loves to cook. He is very competitive, a driven person, and a private wealth officer.
As a CERTIFIED FINANCIAL PLANNER™ professional, Allen specializes in providing comprehensive financial planning and fee-based investment management to his clients.
Allen is an Ohio University graduate with a Bachelor of Business Administration (BBA). He earned his CERTIFIED FINANCIAL PLANNER™ designation at Kaplan Financial. Allen is a veteran who served with the Ohio Air National Guard for 22 years.
He grew up in Ohio, north of Cambridge, near Salt Fork Lake. Allen currently resides in Pataskala, Ohio, with his wife, Karen. They have two adult children, Drew and Sarah. Family is important.
Allen supports his community through past and present involvement with causes he cares about:
- Treasurer, Licking County Coalition of Care
- Past President, Pataskala Rotary Club
- Past President; Reynoldsburg-Pickerington Kiwanis
- Current member of the audio-video team and basketball referee for the K–6th-grade youth in the Upward League.
Investment Advisor Representative; Chief Compliance Officer
“Time is the only investment that is completely within our control. I help my clients maximize their financial resources so they have more choices about how they spend their time later in life.”
Jonathan Taylor is an Investment Advisor Representative and the Chief Compliance Officer (CCO) at Patriot Asset Advisors. His number one priority is to understand his client’s thoughts and dreams in regards to their finances. By developing a good dialogue, Jonathan and his clients can develop a plan together to turn those dreams into achievable goals.
Jonathan’s interest in the stock market and investing began while in high school. He graduated from Ohio University with a Bachelor of Science degree in Health and Human Services. He never lost interest in the concept of money, investing, and timely returns. For some, the idea of investing and the potential return over time may seem complex. Jonathan welcomes your questions. His experience and careful attention to detail will eliminate confusion and foster understanding.
He is a long time resident of central Ohio and is very active in his community. While attending Ohio University, Jonathan’s passion for working with individuals with mental and physical disabilities began. Since then, he has volunteered with several organizations. He currently volunteers in Newark at St. Vincent Haven, an emergency and transitional shelter for homeless men in Licking County.
Jonathan enjoys spending time with his wife, Dora; spoiling his grandchildren and his dog; fishing hiking, dirt biking, traveling, and being an amateur stained glass artist.
IRS Enrolled Agent
“I am passionate about helping clients minimize tax liability.”
Carolyn is an IRS Enrolled Agent. She is passionate about helping her clients minimize tax liability and reduce stress when dealing with the IRS.
Carolyn’s career began with an internship in Cambridge, OH over 40 years ago. She went on to earn her Bachelor’s Degree in Accounting from Franklin University. She successfully passed the IRS exam in 1985 to become an Enrolled Agent, a federally-licensed tax agent who can represent clients before the IRS.
In 1990 Carolyn married Alan Peterson and joined the firm Peterson & Peterson where she worked alongside her husband, mother, and mother-in-law. For years the company held tax seminars for professionals. As Peterson & Peterson continued to grow, it branched out and founded the ACS Title Company. Later an investment business was introduced, and the firm changed its name to The Peterson Companies.
In June 2019, Carolyn relocated The Peterson Companies to the Patriot Asset Advisors office in Pataskala, OH. The synergy of two practices under one roof has had tremendous benefits for clients.
Carolyn’s ambition and dedication to her field doesn’t stop there. She’s an active member of the National Association of Enrolled Agents and a founding member and former treasurer of the Ohio State Society of Enrolled Agents. She’s also the Past President of the Greater Columbus Chapter of OSSEA.
In her personal life, Carolyn is an active member and the treasurer of her church, where she enjoys participating in outreach events. She’s a mother of three, grandmother of six, and great-grandmother of four. Aside from spoiling her grandkids, her pastimes include reading and learning, traveling (especially relaxing in Gatlinburg, TN), shopping, and tending to her flowers.