About Paragon Financial

About Us

We know that good financial planning provides you with security and freedom for your future. That’s why here at Paragon Financial we’re passionate about education. Helping people, and even more specifically, helping people to succeed is what drives us every day.

Our mission is to help guide our clients through the often daunting and confusing process of putting their financial house in order. Done correctly, good financial planning can provide understanding and confidence. That’s why we help you strategize and orchestrate a complete and total plan designed to achieve your financial goals. We’ll provide a robust and lasting roadmap that will walk you through life’s ever-changing landscape…

We feel it is vital to provide people with the education, knowledge, tools and confidence they need to help them feel empowered in their financial decision making. We strive to guide our clients through all of the phases of their financial life so that they can achieve their goals and feel confident along the way.

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The Paragon Experience

It is deeply important to us that we maintain an atmosphere of authenticity. When you visit our office, you’ll be met with friendly smiles in a relaxed and welcoming setting.

Paragon came to be because we saw a need for a completely customized, client-centered financial planning process. And, we believe the best way to do that is by really getting to know each other.

We also recognize that because of the beautiful complexity of their lives, there is no one strategy that works for everyone. We look at all the important elements of our clients’ lives, not missing a detail. We see your families, your commitments, your likes and loves, and your goals for the future, and we create a roadmap for your financial future.

We work hard to keep you fully informed at all stages of your journey and to equip you with all the knowledge you need to make the right decisions for you and your family.

OUR PROCESS

Our Team

While one of us will be your primary advisor, as a Paragon client you’ll feel like the whole team stands behind you. You’ll get to know all of us, so start here to find out more.

 

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Principal, Financial Advisor & LPL Branch Manager

 

Ryan M. Smith, CFP® bio button
Principal, Financial Advisor and Head of Financial Planning

 

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Financial Advisor and Head of Portfolio Management

 

Eric J. Bastian bio button
Systems Administrator

 

Anne B. Van Wart bio button
Client Relationship Manager

 

Ramey Sorenson bio button
Financial Service Assistant and Customer Service Specialist

 

Mariah Dudley bio button
Client Service Specialist

Our strategic partnership with LPL Financial allows us to deliver a highly personalized experience to our clients, while simultaneously drawing on the support and expertise of the largest Independent Broker Dealer in the nation.

LPL Financial supports over 17,000 financial advisors nationwide, managing over $958 billion* in assets. This means when you work with us at Paragon, you have a huge team of industry experts behind you. We leverage LPL’s resources and services to support every part of your financial story, offering a truly comprehensive experience.

*As of March, 31st 2021 based on trailing twelve month figures.

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