ABOUT US
At PARAGON, it truly is all about YOU.
Our Wealth Management Mission
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OUR MISSION IS YOUR MISSION
Our Wealth Management Mission
We always put your interests first. Our job is to help you make wise financial decisions. We take the time to understand your background, philosophy, needs and objectives.
Our clients pay a simple, transparent management fee. All planning and additional services are included in that fee. We are not compensated by any other investment or insurance products.
Many clients come to Paragon because of our investment management expertise. We have extensive experience navigating some of the most difficult bull and bear markets in history. Our clients also appreciate the value we provide helping them manage their emotions when investing.
Our money is invested right alongside yours. We are your guide. Our mission is to help you achieve the best life possible with the money you have.
OUR TEAM
Our job is to help you avoid common and costly mistakes while aligning your investment portfolio with your personal goals. As a Fiduciary and Registered Investment Advisor (RIA) we have the legal obligation to act in your best interest. As such, we have been putting our clients first for over 38 years. Join the Paragon Family.
At PARAGON, it truly is all about YOU.
David Young
Founder & CEO
Nathan White
CIO
Kaneil Menlove
VP Operations
Sarai Hess
Executive Assistant
Sadie Lindahl
Client Service Coordinator