Mark Berube, CLU, ChFC, President

As a busy professional I have learned that just as our lives evolve and change so must our approach to managing our money. It is when we become proactive in our approach that we are able to reduce the stress and anxiety normally associated with making important financial decisions. By being proactive we are better able to address issues before they become an issue.

As a business owner I realize that in order to achieve the level of success we want we must learn how to delegate many of our responsibilities to other professionals that our experts in their field . The challenge is finding that professional who has the expertise we need with the values and principles we want.

Therefore my true value as your financial advisor is to first develop that foundation of trust, creating a relationship based on shared values and open communication. Then by incorporating my proactive process you will feel less stress and more confident in every financial decision we make knowing you have left no stone unturned.

Let me drive the process so that you can enjoy the ride......

Mark founded the Patriot Advisory Group, a Registered Investment Advisory Firm, in April 2002. He has over 24 years of experience IN FINANCIAL FIELDS. He resides in Rye, NH with his wife and their two children.

Diana G. H. Young

In addition to finding creative solutions to Patriot Advisory Group's general office administration, Diana has been greeting clients at PAG since its beginning in 2002. She manages a dynamic assortment of projects and is in charge of client services and back-office operations. Consider her your "go-to" concierge for all things Patriot.

Jayne Maillet

Jayne is responsible for managing and directing the organization's internal and external communications. She supervises Patriot Advisory Group's public relations campaigns and creates ongoing communication strategies.

Shirley Sullivan

Shirley is responsible for the processing and support of timely valuation of financial statements for valued clients as supplied by Patriot Advisory Group's custodians and other vendors. She also oversees resolution of any problems that arise during the normal daily, weekly, or monthly valuation processes, and the communication of this information to all interested parties.