Paragon Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Heather C Leach's website
Advisor photo for John Gross

John Gross

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit John Gross's website


Team

Charmaine Porter

Charmaine Porter

Executive Assistant

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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Megan Dye

Megan Dye

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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Lori Yu

Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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Sunny Song

Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
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Chris Yeakley

Chris Yeakley

Financial Planning Specialist

Qualifications

  • Series 66 - Uniform Combined State Law Examination

  • Series 63 - Uniform Securities Agent State Law Examination

  • Series 7 - General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
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Justin Chang

Justin Chang

Paraplanner

Qualifications

  • Series7 – General Securities Representative

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Leeona Domingo

Client Concierge

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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