Our Team

At Paragon Wealth, our team is built on a foundation of hard work and a commitment to putting clients first.

Shaped by our roots in hardworking families and small businesses, we approach every client relationship with the same grit and determination that have defined us from the start. We believe each member of our team offers a unique skill set, from investment management and financial planning to risk assessment and retirement strategies, working together to deliver strategies tailored to your specific goals.

Since our founding in 2011, we’ve remained focused on building lasting client relationships grounded in confidence, clarity, and exceptional service.