Paragon Wealth Advisors

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Heather C Leach

Heather C Leach

Private Wealth Advisor

Visit Heather C Leach's website
Victoria Best

Victoria Best

Financial Advisor

Visit Victoria Best's website

Team

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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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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MaryEllen Zemlin

MaryEllen Zemlin

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Prospect & New Client Services
  • Marketing & Event Planning
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Anastasia Xenos

Anastasia Xenos

Administrative Assistant,

Receptionist

Roles & Responsibilities

  • Front Desk
  • Appointment Reminders
  • Driving & Parking Directions
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