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.




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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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.


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 TD Ameritrade, 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.

Jennifer G. King, CFP

Jenn is a Senior Financial Planner with PARAGON and has spent her 18 years in the industry using 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 effective use of strategic credit to enhance one’s retirement experience.


Michael is a Financial Advisor 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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Dalton N. Boatright

Dalton N. Boatright, Portfolio Management Associate with PARAGON Wealth Strategies, aids in implementation and ongoing service of client portfolios. In this role, he is responsible for building and maintaining the integrity of all portfolios at PARAGON and ensures that each account is in line with stated investment objectives. Prior to joining PARAGON, Dalton served as wealth management professional on St. Simons Island, Georgia where he advised clients nearing or in retirement and provided investment services. This experience as a financial planner enables Dalton to have a thorough comprehension of clients’ investment objectives and tolerance for risk.

Chris T. Anderson

Chris t. anderson

Chris Anderson is the Operations 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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Elijah N. Laguna

Elijah N. Laguna is a Client Service Associate at PARAGON. Elijah is responsible for administrative and operational duties around the office, included scheduling appointments, paperwork preparation and processing along with correspondence between PARAGON and its clients. In working up to become an advisor he also assists in the preparation for client meetings, giving him firsthand experience with real world financial planning.

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maria castle

Maria Castle is an Administrative Assistant at PARAGON. Maria is responsible for managing and distributing information within the office. Her duties include reception functions and maintaining files. She is also responsible for sending and receiving correspondence, as well as greeting our clients. Internally, Maria also handles many office manager duties and very much enjoys working alongside her father.