Experience

PARAGON Wealth Strategies, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner and CEO

  • Dec 2004 - Nov 2023

  Jacksonville, Florida Area Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, LLC - an independent, FEE-ONLY financial planning and investment advisory firm staffed by CERTIFIED FINANCIAL PLANNER(TM) professionals who are committed to achieving superior results for our successful clientele.



Householder Group

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President

  • Dec 2004 - Jul 2007

  Jacksonville, Florida Area Regional Vice President - Householder Group. Registered securities principal in charge of entering a new market, and then developing, and cultivating a client base for a nationwide financial services production group (essentially a franchise) specializing in estate and retirement planning. We bought out the franchise in July of 2008 and continued operations as PARAGON Wealth Strategies, LLC.



First Command Financial Planning

• United States
• Investment Management
• 1 - 100 Employee

• Branch Manager

  • 1995 - 2004

  Wiesbaden Area, Germany Oversee, hire, train, and supervise Registered Representatives for an international financial planning company. Increase the production and performance of the branches I oversaw in Central Germany and in North Florida.



US Army

• United States
• Law Enforcement
• 1 - 100 Employee

• Cavalry Officer

  • May 1989 - Dec 1995

  Air Cavalry Officer and Pilot in Command of an AH-1F Cobra attack helicopter. Platoon Leader, Executive Officer, Troop Commander, and Squadron Staff Officer for multiple Armored Cavalry Squadrons stationed throughout the world.