Patriot Executive and Leadership Team

Joseph Davis, the Principal and Market President at Patriot, manages strategic operations and agency integration within specific regional markets. Davis architects localized growth plans that leverage the national platform's resources to enhance the service capabilities of partner agencies. By overseeing the delivery of comprehensive insurance solutions, the Principal and Market President ensures that client needs in health and retirement benefits receive expert attention. Joseph Davis facilitates collaboration between local teams and corporate leadership to maintain high standards of operational efficiency. This leadership role involves identifying acquisition targets and fostering strong relationships with agency principals to drive long-term value. Through the application of deep industry expertise, the Principal and Market President supports the expansion of the company's footprint across North America. Ultimately, Davis secures the operational success of regional partners by aligning local market strategies with the overarching goals of the national platform.

Stacey Gierut, the Market President at Patriot, directs the operational performance and strategic development of partner agencies within assigned territories. Gierut architects initiatives that improve client retention and service quality for health, life, and dental insurance offerings. By providing hands-on guidance to agency leadership, the Market President ensures that local teams utilize the full suite of technology and operational resources available through the national platform. Stacey Gierut monitors market dynamics to adjust service strategies, ensuring that partner agencies remain agile and responsive to client demands. This role involves active participation in the integration of new partners, facilitating a smooth transition into the collaborative culture of the organization. Through the management of regional performance metrics, the Market President drives consistent growth and operational stability. Ultimately, Gierut secures the competitive position of the company by fostering excellence in local agency management and client engagement.

Rick Boyd, the President & Financial Advisor at Patriot, oversees the delivery of specialized retirement and financial benefit solutions for business and individual clients. Boyd architects comprehensive financial planning strategies that integrate seamlessly with the broader insurance offerings of the national platform. By providing expert advisory services, the President & Financial Advisor ensures that clients receive tailored guidance on long-term wealth and benefit management. Rick Boyd coordinates with other market leaders to cross-pollinate financial expertise across the agency network, enhancing the overall value proposition. This leadership role involves maintaining high standards of fiduciary responsibility while driving growth in the retirement benefits sector. Through the application of deep financial knowledge, the President & Financial Advisor supports the company's mission to strengthen partner agencies. Ultimately, Boyd secures the financial well-being of clients by delivering sophisticated, integrated solutions that address complex retirement and insurance needs.

Franklin Taylor, the President at Patriot, directs the overarching strategic vision and operational execution of the national insurance platform. Taylor architects long-term growth plans that focus on scaling the organization through strategic agency partnerships and enhanced service delivery. By overseeing the alignment of corporate resources with the needs of local agencies, the President ensures that the company maintains its competitive edge in the North American market. Franklin Taylor fosters a collaborative culture that encourages innovation in health, life, and retirement benefit solutions. This leadership role involves constant engagement with the Board and executive team to refine the company's market position and drive sustainable revenue growth. Through the implementation of rigorous operational standards, the President supports the success of all partner firms. Ultimately, Taylor secures the future of the organization by balancing rapid expansion with the preservation of local agency identity and client service excellence.

William Donato, the President, Retail Insurance at Patriot, manages the specialized retail insurance division, focusing on personal and commercial lines of coverage. Donato architects product development and distribution strategies that cater to the diverse needs of individual and business clients across the national platform. By overseeing the performance of retail-focused agencies, the President, Retail Insurance ensures that service delivery remains efficient and client-centric. William Donato coordinates with technology teams to implement digital tools that simplify the insurance purchasing and management process for retail customers. This leadership role involves analyzing market trends to identify gaps in coverage and developing innovative solutions to address them. Through the management of retail operations, the President, Retail Insurance drives revenue growth and enhances the company's reputation for reliability. Ultimately, Donato secures the retail market presence of the organization by delivering high-quality, accessible insurance products and services.

William Calderaro, the Regional President, Midatlantic & Midwest Territory at Patriot, directs the operational and growth strategies for partner agencies across these key geographic regions. Calderaro architects regional initiatives that leverage the national platform's resources to boost the performance of local insurance firms. By overseeing the integration of new partners and the expansion of service offerings, the Regional President, Midatlantic & Midwest Territory ensures that client needs in health, life, and retirement benefits are met with precision. William Calderaro facilitates collaboration between agencies in the Midatlantic and Midwest to share best practices and drive operational efficiency. This leadership role involves monitoring regional market conditions to adapt service strategies and maintain a competitive advantage. Through the management of regional performance, the Regional President, Midatlantic & Midwest Territory supports the company's national growth objectives. Ultimately, Calderaro secures the success of regional partners by providing strategic guidance and operational support.

Adam Bowermaster, the Regional President at Patriot, manages the strategic development and operational health of partner agencies within assigned regions. Bowermaster architects growth plans that focus on enhancing the service capabilities and market reach of local insurance firms. By overseeing the implementation of corporate resources, the Regional President ensures that partner agencies deliver superior health, life, and retirement benefit solutions. Adam Bowermaster coordinates with other regional leaders to align local operations with the broader national strategy of the organization. This leadership role involves identifying opportunities for agency expansion and fostering strong relationships with key stakeholders to drive long-term value. Through the application of deep industry expertise, the Regional President supports the company's mission to strengthen the insurance landscape across North America. Ultimately, Bowermaster secures the operational success of regional partners by fostering a culture of excellence and strategic alignment.

Jessica Mulholland, the Market President at Patriot, directs the strategic growth and operational performance of partner agencies within specific market segments. Mulholland architects initiatives that improve the delivery of comprehensive insurance solutions, including dental, vision, and retirement benefits. By providing leadership and support to agency teams, the Market President ensures that local service strategies remain effective and client-focused. Jessica Mulholland monitors market trends to identify new opportunities for expansion and service enhancement, ensuring that partner agencies stay ahead of the competition. This role involves active collaboration with corporate leadership to integrate new partners and optimize the use of shared technology and operational resources. Through the management of regional performance metrics, the Market President drives consistent growth and operational excellence. Ultimately, Mulholland secures the competitive position of the company by fostering strong relationships and delivering high-quality insurance services to clients.

Barninder Khurana, the Chief Information Officer at Patriot, directs the digital transformation and technology infrastructure supporting the national insurance platform. Khurana architects scalable systems that enable partner agencies to integrate advanced data analytics and operational resources seamlessly. By modernizing the technological backbone, the Chief Information Officer ensures that all partner firms maintain competitive advantages in health, life, and retirement benefit delivery. Barninder Khurana oversees the implementation of secure, cloud-based platforms that facilitate efficient client service strategies across North America. This leadership role involves constant collaboration with executive peers to align digital capabilities with long-term growth objectives. Through the deployment of robust cybersecurity frameworks and innovative software solutions, the Chief Information Officer drives operational excellence. Ultimately, Khurana secures the technological foundation necessary for sustained market expansion and superior client outcomes within the complex insurance landscape.

Thomas Rogers, the Chief Sales Officer at Patriot, drives the national revenue strategy and business development initiatives across the entire insurance platform. Rogers architects high-impact sales frameworks that empower partner agencies to expand market share while preserving local client service models. By optimizing the sales funnel and identifying new growth opportunities in dental, vision, and retirement benefits, the Chief Sales Officer ensures consistent performance across North American territories. Thomas Rogers coordinates with regional leadership to align sales targets with the broader corporate mission of strengthening agency partnerships. This role involves rigorous analysis of market trends to refine value propositions for both business and individual clients. Through the implementation of standardized yet flexible sales processes, the Chief Sales Officer enhances the collective market potential of the organization. Ultimately, Rogers secures the financial trajectory of the company by fostering a culture of high-performance sales execution.