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MEET OUR TEAM

In order to provide the highest level of advice and service, we service clients as a TEAM instead of as individual advisors. This helps us be objective and understand you better.

As a minimum, our advisors must achieve and maintain the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and then pursue higher levels of education and certifications.

Fewer than twenty percent of all financial advisors ever achieve the CFP credential, and far fewer progress beyond it. For us, it is the minimum level of advisor competence we will hire.

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PARAGON WEALTH STRATEGIES TEAM MEMBERS

 
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Jon is a Managing Partner and our Chief Investment Officer. He employs straightforward communication skills to distill complex concepts into easily understood ideas. With over 23 years of experience in financial planning, investment management, and working directly with retirement age clients, Jon has found this approach allows clients to be more successful because they understand their strategies, make decisions confidently, and are able to focus on what’s really important in their lives.

 
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Michelle is a Managing Partner and our Chief Operations Officer. She believes a holistic approach to helping clients plan and live their dreams is critical to their success. Michelle specializes in retirement planning, total wealth management, and specialized planning issues such as income and withdrawal planning, healthcare plan integration, and multi-year tax savings strategies.

 
 
 
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Karen is a shareholder in the firm and Vice President of Client Relations. As a Financial Paraplanner Qualified Professional® as well as a licensed investment adviser representative, she is responsible for all the operational aspects of our client relationships. She oversees our interface with our Fidelity and TD Ameritrade, and implements account management functions such as account transfers to PARAGON, titling, beneficiary changes, withdrawals or additions, and tracking all workflows through PARAGON's robust and complex service technology.

 
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Jenn is a Senior Financial Planner with PARAGON and has spent her 18 years in the industry using financial planning approach that is always centered on her relationship with her clients and being an advocate and partner as they work together to achieve their goals. While Jenn’s specialties are retirement planning and risk management, she brings her years in bank wealth management to the table with skills in effective use of strategic credit to enhance one’s retirement experience.

 
 
 
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Michael is a Financial Advisor with PARAGON and specializes in portfolio design and investment management strategies. His expertise is in investment analysis (including fixed income and alternative investment vehicles) and estate, charitable, and business succession planning concepts. Within PARAGON, his focus is client service, detailed financial and retirement planning, and management of all of the 401(k) and other company retirement plan accounts that PARAGON manages for our clients.

 

OUR ADVANCED TRAINING ALLOWS US TO SMOOTHLY HANDLE SITUATIONS THAT MAY CONFUSE AND CHALLENGE LESS EXPERIENCED ADVISORS.