Archive
Carolyn Peterson
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...
Jonathan Taylor
Understanding his client’s vision of retirement and developing a plan to achieve that dream is his goal. Beginning with developing a dialogue where clients are...
Allen Stocker, CFP®
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...
