Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Services

Why Choose Us?

Why Choose Us?

Your family, future and legacy inform every decision we make.  Our team will provide ongoing support for managing your wealth, including asset allocation, diversifying your portfolio to stay on top of trends and avoiding unnecessary risk.  

Through in-depth discovery, Paragon Strategic Wealth helps you develop a clear, transparent financial road map. Our well-crafted plan helps set the stage for financial success at every stage of your life — and secures your family’s future, too.

Download Our Brochure

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Fixed and Variable Annuities

We create strategies that are tailored to your needs and goals.

Financial Planning

  • Retirement Plans
  • Legacy Planning
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Years of experience have prepared us to guide you through your life transitions.


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance