**MEET OUR TEAM**

In order to provide the highest level of advice and service, we service clients as a **TEAM** instead of as individual advisors. This helps us be objective and understand you better.
As a minimum, our advisors must achieve and maintain the **CERTIFIED FINANCIAL PLANNER™ (CFP®)** certification, and then pursue higher levels of education and certifications.
**Fewer than twenty percent** of all financial advisors ever achieve the CFP credential, and far fewer progress beyond it. For us, it is the minimum level of advisor competence we will hire.

PARAGON WEALTH STRATEGIES TEAM MEMBERS

**JONATHAN CASTLE, MSFS, CFP®**

**Jon** is a Managing Partner and our Chief Investment Officer. He employs straightforward communication skills to distill complex concepts into easily understood ideas. With over 25 years of experience in financial planning, investment management, and working directly with retirement age clients, Jon has found this approach allows clients to be more successful because they understand their strategies, make decisions confidently, and are able to focus on what’s really important in their lives.

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1 Michelle torso rt-3.jpg — **MICHELLE ASH,** MSFS, CFP®

**Michelle** is a Managing Partner and our Chief Operations Officer. She believes a holistic approach to helping clients plan and live their dreams is critical to their success. Michelle specializes in retirement planning, total wealth management, and specialized planning issues such as income and withdrawal planning, healthcare plan integration, and multi-year tax savings strategies.

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Ian Portrait_7807.jpg — ian aguilar, CFP®, MBA

Ian is a Partner with PARAGON and is deeply involved with the firm’s investment policy and marketing initiatives. He understands that many life decisions require higher level financial planning, and making those decisions correctly will heavily influence the ability to retire and to experience the things in life that many of us aspire to enjoy. Whether it be handling 401(k) rollovers, college planning, tax planning, or simply creating a long-term, sustainable investment plan, Ian prides himself on his ability to take care of his client’s entire financial life so they can enjoy the fruits of their labors - even well before retirement.

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Scott Snider, CFP®, RICP®, CEPA

Scott is a Partner with PARAGON and works with the wealth management team. In addition to being a skilled and experienced financial advisor, he manages the Marketing, Growth, and Human Resources functions of PARAGON. Having spent almost a decade and half in the financial services industry, he finds the most professional enjoyment from helping clients achieve their retirement goals so that they can live a more fulfilling life. An entrepreneur at heart, Scott specializes in working with small business owners and corporate executives. Additional areas of expertise include retirement income planning, tax minimization strategies, and college planning.

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**KAREN RASMUSSEN, FPQP®**

**Karen** is a shareholder in the firm and Vice President of Client Relations. As a Financial Paraplanner Qualified Professional®, she is responsible for all the operational aspects of our client relationships. She oversees our interface with our Fidelity, and implements account management functions such as account transfers to PARAGON, titling, beneficiary changes, withdrawals or additions, and tracking all workflows through PARAGON's robust and complex service technology.

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Jennifer G. King, CFP — **JENNIFER G. KING, CFP®, RICP**®

**Jenn** is Assistant Director - Financial Planning with PARAGON and has spent her 18 years in the industry using a financial planning approach that is always centered on her relationship with her clients and being an advocate and partner as they work together to achieve their goals. While Jenn’s specialties are retirement planning and risk management, she brings her years in bank wealth management to the table with skills in the effective use of strategic credit to enhance one’s retirement experience.

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**MICHAEL MIKONIS, CFP®**, RICP®

**Michael** is a Senior Financial Planner with PARAGON and specializes in portfolio design and investment management strategies. His expertise is in investment analysis (including fixed income and alternative investment vehicles) and estate, charitable, and business succession planning concepts. Within PARAGON, his focus is client service, detailed financial and retirement planning, and management of all of the 401(k) and other company retirement plan accounts that PARAGON manages for our clients.

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Chris T. Anderson — Chris t. anderson

Chris Anderson is a Client Service Specialist with Paragon Wealth Strategies. He plays a critical role on our operations team that performs the nuts and bolts of our client service experience. Chris brings to Paragon 17 years of Industry experience with Compliance and Operations. He provides detail-oriented processing and operations support to our firm.

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Theresa Nichols

Theresa is a Client Service Associate with PARAGON. She has 10 years of industry experience in client services and retirement benefits and is dedicated to helping clients with what is best for them. Additionally, Theresa is part of PARAGON’s Investment Team – ensuring portfolios are implemented accurately, as well as overseeing quarterly performance reports.

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Emma Jones

Emma is a Portfolio Management Associate at PARAGON. As a member of Paragon’s Investment Committee, she is responsible for implementing and maintaining Paragon’s Model Portfolios within client accounts.

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OUR ADVANCED TRAINING ALLOWS US TO SMOOTHLY HANDLE SITUATIONS THAT MAY CONFUSE AND CHALLENGE LESS EXPERIENCED ADVISORS.

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Paragon Wealth Strategies, LLC is engaged, or continues to be engaged, to provide investment advisory services.

PARAGON WEALTH STRATEGIES TEAM MEMBERS

OUR ADVANCED TRAINING ALLOWS US TO SMOOTHLY HANDLE SITUATIONS THAT MAY CONFUSE AND CHALLENGE LESS EXPERIENCED ADVISORS.

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