Paragon Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

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

Victoria M Best

CFP®, BFA

Financial Advisor

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


Team

Charmaine Porter

Charmaine Porter

Executive Assistant

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
View more
Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
View more

Taylor Bohot

Financial Planning Specialist

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
View more

Katie Leszczynski

Paraplanner

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
View more

Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
View more

Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
View more

John Gross

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
View more