Our Team
Susan Smith, AWMA®
Financial Professional
Susan Smith started her financial services career 27 years ago (with Merrill Lynch). Prior to financial services, she was in the US Army, 4th stationed in Colorado Springs. In her role with B & D Advisors, Sue is the primary...
Jon Loranger
EVP Compliance and Operations
Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 registrations. He oversees the compliance operations of the firm. This includes maintaining compliance manuals and...
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Cassandra Gonzalez, IACCP®
Compliance Coordinator
As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the independent advisory firm. Her attention to detail, combined with her analytical and organizational skills, make her an invaluable...
Maggie Dumas
Director of Operations
Maggie is a seasoned back office executive with almost 20 years of experience in financial operations and administrative management. Specializing in streamlining workflows she manages many of the firm’s SaaS vendors and advisor support...
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Michael Tashjian
Chief Executive Officer & Financial Professional
Michael is committed to helping each advisor maximize the value of their independent practice. In addition to recruiting advisors to the Patriot Financial Group, Michael works closely as a personal coach, helping each advisor drive...
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