At Paragon, we believe wealth management is strongest when it comes from a team, not a single voice. With advisors who hold the highest designations in the industry and staff dedicated to client service, we bring together the expertise and perspective needed to guide every aspect of your financial life.
Since 2007, our mission has been simple: to serve as a trusted partner who puts clients first. We believe wealth should provide clarity, not confusion. That is why we build long-term relationships grounded in honesty, invest alongside our clients to share in the outcomes, and hold ourselves to the highest professional standards. Collaboration defines everything we do, because we know the best results come from a team working together toward your success.
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.
As Partner and Chief Investment Officer of Paragon Financial Advisors, Robert brings over fifteen years of experience in portfolio management for foundations and wealthy families. While many Chief Investment Officers focus solely on investment strategy, Robert also serves as an active advisor to clients. In addition to overseeing and managing all client investments, he works directly with high-net-worth families to provide guidance on tax, retirement, and estate planning strategies, ensuring investment decisions align with each client’s broader financial goals.
Robert 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 a CHARTERED FINANCIAL ANALYST® (CFA®) charterholder, one of the most respected and rigorous investment management designations in the world. Robert joined Paragon as an analyst in 2013; he was named Partner in 2016 and Chief Investment Officer in 2017. A native of Texas, Robert resides in College Station with his wife, Cabel, and their two daughters, Caeden and Camden.
As Partner and director of financial planning for Paragon Financial Advisors, Stephen brings valuable expertise in risk management, retirement, tax, college, and estate planning strategies.
As a Lead Advisor 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.
Caleb joined Paragon Financial Advisors as a Lead Advisor, bringing years of valuable experience working with business owners and professionals.
Ryan is an Advisor with a focus on our Marketing and Communications. He will keep you up to date with the Paragon Perspectives blogs and timely emails.
Formerly a tenured professor and department chair, Matthew brings analytical and leadership experience to Paragon’s planning and operational functions.
Jordan is a Portfolio Manager assisting the Paragon Investment Committee with portfolio rebalancing and research.
Sarah Kvistad joined Paragon Financial Advisors to assist in financial planning and streamline advisor-client communication.
Isabella collaborates with the financial planning team in creating comprehensive financial plans.
Bre joined the Paragon Financial Advisors team to enhance the financial planning process and support clients with account updates and transactional requests.
Hilda is committed to assisting with client account updates and handling transactional requests for our growing client base.
Lindsey is responsible for office administration, client communications, and helping ensure a seamless experience for clients and team members.
Greg is responsible for day-to-day operations, database systems management, and client relations. His focus is on ensuring an exceptional retirement plan experience for clients.
Pat is responsible for daily operations and supports client relationships. With a commitment to service, Pat works to create a smooth and exceptional retirement plan experience for every client.
Upon joining Paragon, Michelle brings over 15 years in the financial services industry to her role as HR Rep and Controller. She offers a strong foundation in accounting, operations, and client service along with the proven ability to adapt quickly. Michelle is passionate about continuous growth, committed to strengthening process, supporting her team and contributing to the firm’s mission of delivering exceptional service. She is a graduate from Sam Houston State University. Outside of her professional work, she is a creative entrepreneur designing custom balloon installations, and a dedicated mother.
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