Paragon Wealth Advisors

At Paragon Wealth Advisors, we believe that an extraordinary client relationship is built on integrity and respect. We strive to create a warm and welcoming experience whether you’re working with an advisor, the front desk, or the support team. Working with us, you can count on compassionate and reliable service every time.

We work to create a great experience for our clients because we value their lives and goals as we would our own. We truly believe in our practice philosophy and use our passion and pride for our work to achieve an exemplary level of service.

Working with Paragon Wealth Advisors gives you direct access to each and every member on our team. Heather is committed to hands-on advising and that commitment means one-on-one support. We have made it our goal to help you pursue and maintain the financial independence you seek through appropriate planning, implementation, and quality service.


Advisors

Heather C Leach

Heather C Leach

Private Wealth Advisor

Visit Heather C Leach's website
Victoria Best

Victoria Best

Financial Advisor

Visit Victoria 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

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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