Our team will help you develop financial strategies with the ultimate goal of simplifying and protecting your lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives.
Paragon brings to you a combined total exceeding 100 years in the financial services industry and the accumulation of knowledge gained through managing assets in that time. Our clients, regardless of which of our advisors is their primary contact, benefit from this combined pool of experience as the advisors meet regularly to discuss and react to conditions in the markets.
Clients should expect from us an approach of integrity, the continuing pursuit of education to further enhance our offering to you, and a commitment to speaking to you in terms you can understand. Additionally, you should know that our goal is to be responsive to you whenever you reach out and always to keep your interests foremost in our plans.
Partner/ Wealth Advisor
Dana is a graduate of Wingate University and has worked in the financial services industry for 25 years. He is a CERTIFIED FINANCIAL PLANNER™ and is currently working towards a Master’s of Science Degree in Personal...
David has over two decades of experience in the financial industry. While he often helps clients establish and manage their investment portfolios as an LPL Investment Advisor Representative, David is also a CERTIFIED FINANCIAL...
Partner/LPL Financial Advisor
Kelly Roark is a SmartVestor Pro with 20 years of experience in the financial industry. As a Financial Advisor, Kelly will guide you with the heart of a teacher not the attitude of a salesman.
LPL Financial Advisor
Bobby holds a BS from the University of North Carolina in Chapel Hill and a MBA from Pepperdine University in Malibu, CA. He began his financial services career in 1988 and is a Registered Principal with LPL Financial. Bobby, an Eagle...
LPL Registered Sales Assistant
Michelle joined Paragon Financial in 2009 to assist the firm’s planners and financial advisors with the various aspects of client account administration. She holds her Series 7 and 66 registrations with LPL Financial. As an LPL...
Janet has been with Paragon since 2015. She enjoys her role in servicing accounts and interacting with clients on a daily basis. She is a proud mother to her son, Austin. A native of Asheville, Janet enjoys hiking the many trails in...
Luke is a recent graduate from Liberty University, where he attained majors in Finance and Economics. He holds his Series 7, Registered Representative, and Series 66, Investment Advisor Representative, registrations through LPL...
As residents and active members of the Asheville community, we have a vested interest in seeing the community thrive and in helping its residents, many of whom are our clients, neighbors, family and friends, to do the same. Our effort to enhance the lives of those we serve is supported by the extensive resources of a nationally recognized firm, LPL Financial, resulting in the caliber of services, expertise and experience expected from a leading wealth management firm. By operating with an independent broker dealer, however, rather than as an employee of a typical brokerage house, we are able to bring these services to you with a more personal touch and through an approach we feel is in our clients best interests rather than one dictated from a faraway corporate headquarters.