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.

 

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

Read more

Ryan M. Smith, CFP®

Wealth & Investment Consultant

(804) 673-8888

(804) 673-1009

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

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more