David is responsible for coordinating with the sales team on behalf of the client services and business development teams, while assisting in customer service and case coordination. He ensures accurate reporting and data entry in case coordination with the sales and marketing analyst to provide efficient and suitable planning for our clients. When he’s not …
Clay is responsible for facilitating the client’s journey through Paradigm Financial Group, Inc., while being a conduit for communication. He ensures all needs are met and all questions are answered. A relatively recent college graduate, Clay provides perspective from a student’s point of view to help us ensure that our services benefit the whole family, …
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 …
Leigh is responsible for shaping Paradigm Financial Group’s outward image through brand strategies, and for communicating the company’s vision and mission through our web presence, print, and digital marketing. She plans, develops, designs, and implements Paradigm’s marketing campaigns, website, and graphic assets. An award-winning designer, Leigh has been a creative force behind the identities of …
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).
Michele is responsible for managing all new business opportunities with prospective clients and managing relationships with existing clients. She heads our business development team who ensures a smooth and efficient planning and implementation process of all strategies developed for our clients. Business development supports our sales and client services teams through case planning and product …
Joe is a Certified College Planning Specialist, Financial Planner, and Senior Planner at Paradigm Financial Group. Helping families pay for college without destroying their overall wealth and retirement is Joe’s focus. Many families don’t realize that it is not just a college problem, but a wealth and retirement problem. Joe works with these families to …
Securities offered through Regulus Financial Group, LLC. Member FINRA / SIPC. Paradigm Financial Group, Inc. is independent of Regulus Financial Group. Paradigm Financial Group, Inc. does not provide legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Check the background of your financial professional on FINRA’s BrokerCheck.
