Broker Check

Team

The consultants at Paragon Financial Services strive for consistency in everything they do – from investment philosophy to asset management to maintaining a high standard of integrity. By providing reliable service throughout the years, they’ve given their clients a valuable place to go for dependable guidance in times of change.

 

Simon V. Woon

LPL Branch Manager

(804) 673-8888

(804) 673-1009

Born and raised in California and a Virginia resident since 1990, Simon is a financial professional with over 22 years of financial services experience.

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A graduate of Virginia Commonwealth University, Ryan holds the CERTIFIED FINANCIAL PLANNER™ designation.

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Amy E. Kemp

Financial Advisor

(804) 673-8888

(804) 673-1009

Amy began her career in the financial services industry in 2010 as an analyst with Dorsey Wright, and Associates, a leader in technical market research (later acquired by Nasdaq); and joined Paragon Financial in 2018. Trained in...

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Eric J. Bastian

Operations Manager

(804) 673-8888

(804) 673-1009

Eric was promoted to the role of Operations Manager in January 2015, after serving as a planning consultant for three years. He has decades of large company and start-up experience, spanning the Financial and Tax planning, Accounting...

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Anne Van Wart

Customer Relationship Manager

(804) 673-8888

(804) 673-1009

Anne has worked in the financial services industry for 30+ years, including Merrill Lynch, Wheat First Securities, and the previous 20 years with BB&T Capital Markets. Her prior experience includes accounts payable and administrative...

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Ramey Sorenson

Financial Service Assistant

(804) 673-8888

(804) 673-1009

Ramey Sorenson joined Paragon Financial in January 2017 as an Administrative Assistant. Ramey has an extensive background in a variety of functions including sales and marketing, legal, and entrepreneurship. She is very happy to be a...

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Mariah Dudley

Financial Service Assistant

(804) 673-8888

(804) 673-1009

Mariah graduated from VCU with a concentration in Financial Planning and a minor in Economics. She began working in the Financial Planning department at Wealthcare Capital Management upon graduating and earned her Series 65 during her...

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