The Team

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 back office 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 the 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.

Our Advisors

Heather C Leach

Heather C Leach

Private Wealth Advisor

More about me...

Contact

heather.c.leach@ampf.com

206.219.5254

Designations

CFP®, ChFC®, CRPC®, CPWA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Education

University of Oregon, Masters of Science, 1981, University of Denver, BA, 1979
CA Insurance #0D03623

VISIT MY WEBSITE

Our Staff

Charmaine Porter

Charmaine Porter

Paraplanner

More about me...

Contact

charmaine.c.porter@ampf.com

206.219.5265

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
Liz Braun

Liz Braun

Financial Planning Specialist

Client Relationship Manager
More about me...

Contact

elizabeth.1.braun@ampf.com

206.219.5260

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
MaryEllen Zemlin

MaryEllen Zemlin

Client Service Coordinator

More about me...

Contact

mary.zemlin@ampf.com

206.219.5268

Roles & Responsibilities

  • Scheduling/Rescheduling
  • Prospects/New Clients
  • Marketing
Anastasia Xenos

Anastasia Xenos

Administrative Assistant

Receptionist
More about me...

Contact

anastasia.xenos@ampf.com

206.219.5250

Roles & Responsibilities

  • Driving and Parking Directions
  • Front Desk
  • Appointment Reminders