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 ten, including two Chartered Financial Analysts (CFA®) and four 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
Operations Manager
Financial Planning Associate
Financial Planning Associate
Financial Planning Associate
Administrative Associate
We at Paragon Financial Advisors don’t believe that “any direction” is acceptable. The financial well-being of you and your loved ones is too important to be left to chance. That’s why we encourage our clients to develop their personal financial goals. Goals are basically a result or achievement toward which…
Normally, retirement plans are generally considered safe from creditors. A recent ruling by the Bankruptcy Panel for the 8th U.S. Circuit Court of Appeals has called that safety into question. An individual was awarded ½ of his ex-wife’s 401(k) plan and her entire individual retirement account in their divorce settlement.…
It has been a good run. Ten years after the 2008 “meltdown,” the bull market in securities is beginning to show its age. And, after a very placid 2017, volatility in the market is showing it’s alive and well. That volatility has been driven by interest rate expectations, trade/tariff discussions,…
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
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.
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.
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 Planning Associate
Jordan Spradling is a Financial Analyst assisting the Paragon Investment Committee with portfolio rebalancing and research. He has his Series 65 license and is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ (CFP®) program. Jordan, a native of Kerrville, TX, graduated with a Bachelor of Science in Economics from Texas A&M University. After nine years in software sales and training, Jordan decided to make a career change and pursue his passion for financial services.
Financial Planning Associate
Kassidy joined the Paragon team in 2021 to focus on financial planning and streamline Advisor-client communications. Originally from Chandler, TX, she graduated from Texas A&M University where she received a Bachelor of Business Administration in Finance and a minor in Financial Planning. While enrolled in the Financial Planning Program she developed a passion for bringing financial security to others. She will be sitting for the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam to complete the educational requirements of the CFP®.
Financial Planning Associate
Jeff Lundquist is a Paraplanner with a focus on financial planning and software services. After retiring from the Houston Fire Department with 30 years of service, he enrolled in the Texas A &M Financial Planning Extended Learning Certificate program to start a second career in financial services. Jeff is a native of Cypress, Texas and now resides in College Station with his wife.
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.
