Questions? e: p: 603-319-1807

Congratulations! You've taken the first step. Now it's time to schedule a convenient time for your complimentary one-on-one discovery call. (Calendar below.)

Meet Your Team

Mark Berube, ChFC®, CLU®

Principal Patriot Advisory Group

Mark built his financial career on his passion for serving clients, his entrepreneurial spirit, and his ability to listen well. With a focus on financial integrity and results, Mark began his career at Prudential. He worked there for 16 years, receiving numerous financial awards and personal achievements including Rookie of the Year and the youngest Managing Director on record. He accomplished this because his sights were set on creating a practice where his clients’ needs and best financial interests always come first—and where he could be a genuine, truthful, results-oriented resource for them.

David Ocasio, ChFC®, NSSA

Principal Patriot Advisory Group

David brings almost 20 years of experience in the personal financial services industry. In addition to helping clients achieve their unique financial goals, his background also includes helping financial planners nationwide better serve and obtain results for their clients. With a wide range of experience, David truly understands the comprehensive planning process.

Mark & David have worked together for almost 10 years helping numerous clients reach their financial goals.

Want to set up a 100% educational conversation with David?

  • Look at David's calendar below.
  • Choose a convenient time that works best for you for an introductory conversation (select from the calendar below, no email back-and-forth hassle.)