Paragon Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Advisors

Heather C Leach, Private Wealth Advisor serving the Seattle, WA area - Ameriprise Advisors

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Heather C Leach's website
Victoria M Best, Financial Advisor serving the Seattle, WA area - Ameriprise Advisors

Victoria M Best

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Victoria M Best's website

Team

Rachel Kinns

Rachel Kinns

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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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
  • 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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Jorge Bustamante

Jorge Bustamante

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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Liz Braun

Liz Braun

Financial Planning Specialist,

Client Relationship Manager

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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Prince Owusu Mensah

Prince Owusu Mensah

Financial Planning Specialist

Qualifications

  • Chartered Financial Consultant
  • Chartered Retirement Planning Consultant
  • Series 65 - Uniform Investment Advisor Law Examination
  • Education: BA Applied Economics from Virginia Tech

Roles & Responsibilities

  • Financial Analysis & Preparation
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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