Paragon Financial Advisors is an independent Registered Investment Advisor (RIA) with our main office in College Station, Texas, serving clients across the United States. Founded in 2007, Paragon continues to be built on the fiduciary principal: to always act in our clients’ best interest.
We believe our client’s objective is our foremost objective. As a fee-only RIA, Paragon minimizes conflicts of interest which are rampant in the world of “financial advising”. Our firm does not sell products, earn commissions, or receive any compensation other than an asset under management fee. We believe this aligns us alongside our clients.
We believe the key to achieving client objectives is by developing deep, long-lasting relationships built on trust and open communication. We do not sugar-coat our advice or avoid making difficult recommendations.
We believe passionate Advisors and employees are requirements to provide the best financial advice; our responsibility to the client is not simply a “means to an end”.
We believe education matters. Paragon has a growing staff of twelve, including two Chartered Financial Analysts (CFA®) and seven Certified Financial Planners (CFP®). Each of these designations are the gold standard in investment management and financial planning industries, requiring a Bachelor’s degree, years of industry work experience and multiple rigorous examinations.
We believe if Advisors are truly acting in the client’s best interest, they should be willing to put their money where their mouth is. As such, all Paragon Principals, employees, and family members already own the same portfolios as our clients. We eat our own financial cooking (and believe ALL Advisors should too).
We believe a cooperative team is superior to a single Advisor approach. By capitalizing on the specific strengths and passions of multiple Advisors, each client benefits from a collective wealth of knowledge and expertise, leading to better financial outcomes.
We provide financial planning and investment management solutions to high net-worth clients and institutions. Our clients seek a more personal relationship than the typical financial Advisor; a fiduciary for themselves and their beneficiaries.
We help individuals and families with investable assets over $1,000,000 navigate all of life’s challenges, creating a viable path to long-term success, made possible by:
We work with institutions to create, improve, and manage plans in a manner that best achieves corporate objectives.
We empower clients to live life confidently by addressing their areas of concern and taking over many of the often-daunting financial tasks. Simply put, we help our clients worry less about their financial future.
While many Advisors offer “planning services”, few provide truly comprehensive financial planning. This often leads to adverse and avoidable outcomes, including delayed retirement and unnecessary risks. We listen to each client’s goals then create and implement a game plan to achieve them. The many planning topics are always evolving and often confusing. At Paragon, we address these challenges head-on while coordinating with the client’s other professional advisors, providing a seamless concierge experience.
While many claim to “manage investments”, few are truly qualified to evaluate a broad spectrum of investments, typically using canned portfolios or outsourcing to a third subadvisor. This often leads to hidden fees, less tax-efficiency, excessive risk, and poor performance. Our scale allows us to achieve superior pricing for clients and gain access to investments that are unavailable to most other advisory firms. Our independence means there are no restrictions on the investments, managers, or strategies we evaluate.
Partner & Lead Advisor
Partner & Lead Advisor
Partner & Lead Advisor
Lead Advisor
Lead Advisor
Lead Advisor
Operations Manager
Financial Analyst
Financial Planning Associate
Financial Planning Associate
Marketing and Operations Specialist
Administrative Associate
What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination of things. Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.1…
What if you could read minds or hug someone through the internet?1 What if you could print your dinner or print some implants that gave you superpowers?1, 2 That’s not just the stuff of comic books or sci-fi movies. It could be a reality soon with technology of the future.…
Finding a financial professional, or even evaluating the one you currently use, is a hard task. There seem to be so many in the marketplace working for different companies. We will discuss our 5 reasons as to why an advisor at Paragon is different and could be the right fit…
Office Hours
Monday-Thursday: 9am-5pm
Friday: 9am-3pm
Partner & Lead Advisor
As co-founder and President at Paragon Financial Advisors, David brings over 30 years of experience in advising high net worth individuals in all aspects of trust services, financial planning, and investment management. David earned a BS from Texas A&M University and later graduated from both the National Graduate Trust School and the Southwest Graduate School of Banking. David has since continued his education and earned CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED TRUST & FINANCIAL ADVISOR™ (CTFA®) designations. David lives in College Station, TX with his wife, Camille. They have three adult children.
Partner & Lead Advisor
As Principal and Chief Investment Officer of Paragon Financial Advisors, Robert brings over fifteen years of experience in analyzing and managing investments. He graduated magna cum laude from Mays Business School at Texas A&M University with a Bachelor of Business Administration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED FINANCIAL ANALYST® (CFA®) charterholder, the most respected and recognized investment management designation in the world. Robert joined Paragon as an analyst in 2013, was made Partner is 2016 and Chief Investment Officer in 2017. Robert is a native of Texas and resides in College Station with his wife, Cabel, and their two daughters, Caeden and Camden.
Partner & Lead Advisor
As Principal and director of financial planning for Paragon Financial Advisors, Stephen brings valuable expertise in risk management, retirement, tax, college, and estate planning strategies. Stephen earned his Bachelor and Masters degrees from Mays Business School at Texas A&M University. Stephen has since continued his education and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Stephen lives in College Station, TX with his wife, Brittany.
Lead Advisor
Christine is a Lead Advisor at Paragon Financial Advisors. She has worked for over 15 years serving and advising high-net-worth individuals with a focus on designing comprehensive financial plans for her clients. Christine earned a Bachelor of Science from Texas A&M University and a Master of Business Administration from the McCombs School of Business at the University of Texas, at Austin. Christine continued her education and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She is also a member of the Financial Planning Association and NAPFA. Christine lives in College Station, TX with her husband, Dave. They have two adult sons.
Lead Advisor
As a Lead Advisor at Paragon Financial Advisors, Heather brings over 12 years of experience serving and advising higher education professionals and high net worth individuals with a holistic approach to financial planning. Heather also assists businesses to set up and maintain their qualified retirement plans. Heather earned her Bachelor of Business Administration in Management from Texas A&M University Kingsville and MBA from Texas A&M University San Antonio. She continued her education by earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board of Standards. She also holds the Life, Accident, Health & HMO General Lines License, Property & Casualty General Lines License and Series 66 License. Heather lives in Waller, TX with her husband, Jeff.
Lead Advisor
As co-founder at Paragon Financial Advisors, Jene brings over 30+ years of experience in serving and advising high net worth individuals in all aspects of trust services, financial planning, and investment management. Jene earned a BS from Baylor University and an MBA from the University of Houston and continued his education by receiving CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTERED FINANCIAL ANALYST™ (CFA®), and CHARTERED ALTERNATIVE INVESTMENT ANALYST™ (CAIA®) designations. He frequently serves on local charity and organization boards and has been actively involved over the last 18 years with the CFA Institute grading the CFA charter. Since 2009, Jene has been an invited Executive Professor teaching graduate courses at Texas A&M University in Mays Business School. Jene lives in College Station, Texas with his wife, Elizabeth, and has adult twin sons.
Operations Manager
Mandy serves as Operations Manager for Paragon Financial Advisors. Starting in 2013 she was hired as Paragon’s Administrative Assistant and advanced to Office Manager in 2015 and Operations Manager in 2018. In her role she is responsible for day-to-day operations, implementation, and client relations. Mandy, a native of Waco, TX, graduated with a Bachelor of Arts in Communication from Texas A&M University with a minor in English. She serves the community as a member of The Junior League of Bryan-College Station, Inc. and Secretary of the Delta Delta Delta House Corporation for Texas A&M. Mandy resides in College Station with her husband, Brad, and their son Fletcher.
Financial Analyst
Jordan Spradling is a Financial Analyst assisting the Paragon Investment Committee with portfolio rebalancing and research. He has his Series 65 license and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board of Standards. Jordan, a native of Kerrville, TX, graduated with a Bachelor of Science in Economics from Texas A&M University.
Financial Planning Associate
Sergio joined Paragon Financial Advisors in 2023 to assist in financial planning and streamline advisor-client communication. Sergio is driven by a passion for assisting high-net-worth individuals and small business owners through the holistic financial planning process. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has obtained his Series 7 and Series 66 securities licenses. Sergio joins Paragon from Fidelity Investments where he specialized in servicing retirement plans and assisting clients with retirement planning and investment management needs. Originally from Castroville, TX, he served our nation in the United States Army prior to graduating magna cum laude from Texas A&M University, receiving a Bachelor of Business Administration from Mays Business School. He lives in College Station, TX with his wife Tayler and their two daughters, Sophia and Morgan.
Financial Planning Associate
Matthew Lee joined Paragon Financial Advisors to assist in financial planning and streamline advisor-client communication. He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ (CFP®) program. Matthew obtained a Bachelor of Arts from The University of Texas, a Masters degree in Theology from Oxford, and a PhD in Philosophy from Notre Dame. Matthew joins Paragon after a 10-year career as a college professor, with a focus on probability, logic, and critical thinking. Matthew hails from Borger, TX, up in the panhandle, and returned with his family to Texas in 2023 to put his skills to use in the financial planning industry. Matthew lives in College Station with his wife, Adel, and their children David, Arianna, and Abigail.
Marketing and Operations Specialist
Kallie joined the Paragon team in 2023 to spearhead marketing efforts while also assisting in operational and technology roles. She joins Paragon after serving as a marketing data analyst at her previous firm. Paragon is excited to add her vast skillset to our team. Kallie graduated from Texas A&M in 2021 with a BA in Finance. Kallie and her husband, Alex, live in Snook with their dog, Lugnut.
Administrative Associate
Jan joined the Paragon team in 2018 after 28+ years in private and public education. She has a Bachelor of Arts in Education from Texas A&M University and a Master of Education Administration from Lamar University. She and her husband, Dale, have three daughters and two grandchildren.
