Paragon Wealth Advisors Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Retirement Plan Distribution
Domestic Partner Planning
Employee Stock Options
Women's Financial Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Family Finances

Paragon Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026
Paragon Wealth Advisors, Ameriprise Client Experience Award, 2024
Heather C Leach, Ameriprise Ultimate Digital Excellence Award, 2022-2024
Heather C Leach, Ameriprise Circle of Success, 1996-1999, 2001, 2003-2024
Heather C Leach, Ameriprise Circle of Success Hall of Fame, 2020
Heather C Leach, Ameriprise Circle of Success Diamond Ring, 2007

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.