Moon is our customer service specialist. She assists clients with questions and concerns, and supports management on special projects. Moon is a passionate animal advocate, fostering and volunteering for a local rescue that saves old or special-needs dogs from the shelter experience. In addition she has four daughters and loves to spend time with her …
Derek personally serves clients with proper and precise protection of their assets of today and the foreseeable future. Outside of work, Derek is the Head Coach of Jr. Flyers Hockey and a member of the Screen Actors Guild (SAG).
Kathy’s role is to ensure that clients of Paradigm Financial Group receive exceptional client support and benefit from seamless processes that deliver services efficiently. A career in wealth management for individuals and non-profits, as well as many years managing admissions and financial aid in a private school setting gives Kathy a wealth of experience to …
Alan is responsible for interaction with current clients to review and manage their plans. He helps families continue to maintain and enhance their planning for college expenditures and then for retirement. Alan graduated from the University of North Carolina and has spent the last four decades helping hundreds of families secure their financial future through …
Jacki advises and provides families guidance and financial solutions to navigate through the college funding process without jeopardizing their retirement savings and income. She provides strategies that allow families to pay the lowest out-of-pocket cost, in conjunction with the highest quality of education possible. Jacki brings over 20 years of experience in the financial services …
