Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

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

Awards & recognition

  • Paragon Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Heather C Leach, Ameriprise Ultimate Digital Excellence Award, 2022
  • Paragon Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Paragon Wealth Advisors - Community participation photo

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.

  • Water 1st International
  • Seattle Men's and Women's Choruses
  • Washington Women in Need
  • Boys and Girls Club
  • Feeding America