Patriot Executive and Leadership Team

Joseph Davis, the Principal and Market President at Patriot, manages regional operations and agency integration. Overseeing the execution of local service strategies, the Principal and Market President ensures that partner agencies retain autonomy while accessing the full suite of national resources. This leadership role involves cultivating deep relationships with business clients to provide tailored dental, vision, and retirement solutions. By optimizing operational workflows, Davis strengthens the market position of individual agencies within the broader platform. The Principal and Market President coordinates with corporate leadership to implement technology upgrades that enhance client engagement and administrative efficiency. Through consistent focus on regional performance, Joseph Davis drives the adoption of best practices across the territory. This commitment to operational excellence supports the overarching goal of building a robust, collaborative insurance network that delivers superior value to both businesses and individuals throughout the region.

Franklin Taylor, the President at Patriot, oversees the strategic direction and organizational health of the national insurance platform. Directing the integration of new partner agencies, the President ensures alignment with the core mission of fostering collaborative growth. This leadership role involves managing the balance between maintaining local brand identity and leveraging the collective strength of the national network. By architecting long-term business strategies, Taylor supports the delivery of comprehensive health and retirement benefits to a diverse client base. The President collaborates with the executive team to refine operational resources and technology investments that empower partner success. Through active engagement with agency leaders, Franklin Taylor drives the expansion of the company footprint across North America. This focus on sustainable development ensures that the organization remains a premier partner for insurance agencies seeking to enhance market potential while preserving the unique service strategies that define their local reputation.

John Slater, the President Marreel Slater Insurance at Patriot, leads the specialized operations of the Marreel Slater division. Overseeing the delivery of complex insurance solutions, the President Marreel Slater Insurance ensures that clients receive high-quality health and retirement benefits tailored to specific business needs. This leadership role involves driving innovation in service delivery to maintain a competitive edge in the North American insurance landscape. By integrating the resources of the national platform with local expertise, Slater enhances the value proposition for all clients. The President Marreel Slater Insurance collaborates with other regional leaders to share best practices and improve operational efficiency. Through a dedicated focus on client retention and market expansion, John Slater secures the long-term success of the division. This strategic approach reinforces the commitment to providing comprehensive, reliable insurance services that support the growth and stability of businesses and individuals alike.

Jessica Mulholland, the Market President at Patriot, manages the strategic growth and operational performance of assigned regional markets. Overseeing the implementation of comprehensive insurance solutions, the Market President ensures that partner agencies deliver exceptional value in health, life, and retirement benefits. This leadership role involves fostering a collaborative culture that enables agencies to scale while maintaining local service excellence. By aligning regional activities with the national platform objectives, Mulholland drives market penetration and client satisfaction. The Market President coordinates with corporate resources to provide the technology and operational support necessary for agency success. Through rigorous oversight of market trends and competitive dynamics, Jessica Mulholland identifies opportunities for expansion and service enhancement. This focus on regional leadership supports the broader mission of strengthening the insurance ecosystem, ensuring that partner agencies remain well-positioned to meet the evolving needs of businesses and individuals across the territory.

William Calderaro, the Regional President, Midatlantic & Midwest Territory at Patriot, directs operations across these key geographic regions. Overseeing the integration of partner agencies, the Regional President, Midatlantic & Midwest Territory ensures that local service strategies remain central to the client experience. This leadership role involves architecting growth initiatives that leverage the full suite of national insurance solutions, including dental, vision, and retirement benefits. By optimizing regional workflows, Calderaro enhances the operational capacity of partner firms. The Regional President, Midatlantic & Midwest Territory collaborates with the executive team to deploy technology resources that drive efficiency and market competitiveness. Through consistent focus on regional performance metrics, William Calderaro secures sustainable growth and strengthens the company presence. This strategic management ensures that partner agencies within the territory receive the support required to achieve greater market potential while maintaining the high standards of service expected by clients.

Andrew Drayer, the Regional President at Patriot, manages the strategic development and operational success of agencies within the assigned region. Overseeing the delivery of comprehensive insurance products, the Regional President ensures that partner firms provide high-quality health and retirement benefits to their clients. This leadership role involves driving the adoption of national platform resources to enhance local service capabilities. By fostering a collaborative environment, Drayer enables agencies to scale operations while preserving their unique brand identity. The Regional President coordinates with corporate leadership to implement technology solutions that improve client engagement and administrative performance. Through active management of regional growth strategies, Andrew Drayer secures a strong market position for the organization. This focus on operational excellence supports the broader mission of empowering insurance agencies to achieve greater success, ensuring that businesses and individuals receive the tailored solutions necessary for their long-term financial security and well-being.

Steven Lefler, the President at Patriot, leads the strategic initiatives and operational oversight for the organization. Directing the expansion of the national insurance platform, the President ensures that partner agencies receive the necessary support to thrive in a competitive market. This leadership role involves architecting frameworks for delivering health, life, and retirement benefits that meet the diverse needs of businesses and individuals. By aligning agency operations with the corporate mission, Lefler drives consistent growth and service quality. The President collaborates with other executive leaders to refine the technology and resources available to the network. Through a focus on sustainable development and market impact, Steven Lefler secures the long-term success of the platform. This commitment to excellence ensures that partner agencies maintain their local identity while benefiting from the collective strength and operational resources of the national organization, ultimately driving greater market potential across the entire territory.

Adam Bowermaster, the Regional President at Patriot, manages the operational performance and strategic growth of agencies within the region. Overseeing the implementation of comprehensive insurance solutions, the Regional President ensures that partner firms deliver superior health, vision, and retirement benefits. This leadership role involves driving the integration of national platform resources to enhance local service strategies. By fostering collaboration among agencies, Bowermaster enables the scaling of operations while maintaining the high-touch client service that defines the brand. The Regional President coordinates with corporate leadership to deploy technology that improves administrative efficiency and client outcomes. Through rigorous analysis of regional market dynamics, Adam Bowermaster identifies opportunities for expansion and service enhancement. This focus on regional leadership supports the broader mission of strengthening the insurance ecosystem, ensuring that partner agencies remain well-positioned to meet the evolving needs of businesses and individuals throughout the assigned territory.

Rick Boyd, the President & Financial Advisor at Patriot, leads the strategic direction of the division while providing expert financial guidance. Overseeing the delivery of retirement benefits and insurance solutions, the President & Financial Advisor ensures that clients receive tailored advice to secure their financial future. This leadership role involves driving the integration of financial planning services with the broader insurance offerings of the platform. By architecting comprehensive benefit strategies, Boyd supports the growth and stability of business clients. The President & Financial Advisor collaborates with other regional leaders to share best practices and enhance service delivery models. Through a focus on client-centric solutions, Rick Boyd drives the expansion of the division and strengthens the overall market position of the organization. This dual focus on leadership and financial advisory ensures that the company provides holistic support to businesses and individuals, reinforcing the commitment to long-term financial success.

Thomas Rogers, the Chief Sales Officer at Patriot, directs all national revenue generation strategies. Overseeing the expansion of insurance distribution channels, the Chief Sales Officer ensures partner agencies maintain competitive advantages within the North American market. This leadership role involves architecting high-impact sales frameworks that integrate health, life, and retirement benefit offerings into existing client portfolios. By aligning sales initiatives with the broader corporate mission of supporting local brand identity, Rogers drives sustainable growth across the entire platform. The Chief Sales Officer collaborates with regional leadership to identify emerging market opportunities and optimize service delivery models. Through rigorous analysis of sales performance metrics, Thomas Rogers secures long-term profitability for the organization. This strategic focus on revenue excellence enables partner agencies to scale operations effectively while maintaining the high-touch client service standards essential to the Patriot business model.