Paragon Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC®, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Heather C Leach's website
Victoria M Best

Victoria M Best

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Victoria M Best's website

Team

Rachel Kinns

Rachel Kinns

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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Charmaine Porter

Charmaine Porter

Paraplanner

Qualifications

  • Series 66 – Uniform Combined State Law Examination
  • Series 7 – General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Jonathan Luke

Jonathan Luke

Paraplanner

Qualifications

  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Adviser Law Examination
  • Series 7 – General Securities Representative
  • Life and Disability Insurance

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Jorge Bustamante

Jorge Bustamante

Paraplanner

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Liz Braun

Liz Braun

Financial Planning Specialist

Qualifications

  • Education: BA in Organizational Communication Special Studies from Central Connecticut State University
  • LGBTQ Safe Zone Trained

Roles & Responsibilities

  • Financial Analysis and Preparation
  • Website and Total View Support
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Prince Owusu Mensah

Prince Owusu Mensah

Financial Planning Specialist

Qualifications

  • Chartered Financial Consultant
  • Chartered Retirement Planning Consultant
  • Series 65 - Uniform Investment Advisor Law Examination
  • Education: BA Applied Economics from Virginia Tech
  • Certified Financial Planner

Roles & Responsibilities

  • Financial Analysis & Preparation
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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