The Team

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.

Our Advisors

Heather C Leach

Heather C Leach

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®, CPWA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Education

University of Oregon, Masters of Science, 1981, University of Denver, BA, 1979
CA Insurance #0D03623

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Victoria Best

Victoria Best

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

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Our Staff

Charmaine Porter

Charmaine Porter

Paraplanner

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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
Liz Braun

Liz Braun

Financial Planning Specialist

Client Relationship Manager
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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
MaryEllen Zemlin

MaryEllen Zemlin

Client Service Coordinator

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Roles & Responsibilities

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

Anastasia Xenos

Administrative Assistant

Receptionist
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Roles & Responsibilities

  • Front Desk
  • Appointment Reminders
  • Driving & Parking Directions