Paragon Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



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

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 Examination
  • Life and Disability Insurance

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Saloni Gupta

Client Relationship Manager

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

  • Referrals and New Clients
  • Financial Analysis and Preparation
  • Website and Total View Support
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Rachel Kinns

Rachel Kinns

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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MaryEllen Zemlin

MaryEllen Zemlin

Client Service Coordinator

Roles & Responsibilities

  • Scheduling/Rescheduling
  • Referrals and New Clients
  • Marketing
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Anastasia Xenos

Anastasia Xenos

Administrative Assistant,

Receptionist

Roles & Responsibilities

  • Driving and Parking Directions
  • Front Desk
  • Appointment Reminders
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