Paragon Wealth Advisors

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC®, CPWA®

Private Wealth Advisor

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

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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