Our Approach

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.


Background and qualification information is available at FINRA's BrokerCheck website


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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)