Paragon Advisors, Inc.

Description

Address: 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (216) 491-3990Website: : : : Category: : Place name: : : Website: http://paragonadvisors.net/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Paragon Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Paragon Advisors, Inc. Employees

Employee
Years
Job
Industry
Marnie R. Randel, CFP® Marnie R. Randel, CFP® Cleveland, Ohio Details
Marnie R. Randel, CFP®'s Paragon Advisors, Inc. Experience August 2007 - October 2012
Job Portfolio Manager at Paradigm Wealth Management, LLC
Industry Financial Services
Experience
Paradigm Wealth Management, LLC   March 2013 - Present
Paragon Advisors, Inc.   August 2007 - October 2012
Paragon Advisors, Inc.   April 2005 - August 2007
Paragon Advisors, Inc.   July 2002 - March 2005
Skoda Minotti  February 2001 - April 2001

Skills
Wealth Management, Personal Financial..., High Net Worth..., Income Tax, Asset Allocation, Portfolio Management, Financial Research, Finance, Tax, Financial Advisory, Retirement Planning, Accounting, Retirement

Education
John Carroll University   2002 — 2004
Master of Business Administration

John Carroll University   1998 — 2002
Bachelors of Science & Business Administration, Accounting

Elizabeth Faller, CFP® Elizabeth Faller, CFP® Cleveland, Ohio Details
Elizabeth Faller, CFP®'s Paragon Advisors, Inc. Experience July 2005 - Present
Job Managing Director at Paragon Advisors, Inc.
Industry Financial Services
Experience
Paragon Advisors, Inc.   July 2005 - Present

Skills
Financial Analysis, Account Management, Strategic Planning, Investments

Education
University of Dayton   2001 — 2005
Bachelor of Science (B.S.), Finance, General

Scott J. Swain, CPA CFA CFP® Scott J. Swain, CPA CFA CFP® Cleveland/Akron, Ohio Area Details
Scott J. Swain, CPA CFA CFP®'s Paragon Advisors, Inc. Experience August 2003 - January 2015
Job Tax Partner at Skoda Minotti
Industry Financial Services
Experience
Skoda Minotti  February 2015 - Present
Paragon Advisors, Inc.   August 2003 - January 2015
Charles Schwab & Co., Inc.   August 1999 - August 2003
Ernst & Young, LLP   September 1992 - August 1999

Skills
Estate & Trust Planning, Asset Allocation..., Investment Advice, Personal Income Tax..., Financial Analysis, Cash Planning, Retirement Planning, Stock Option Planning, Family Limited..., Trust Taxation, Investments, Roth IRA Analysis, Saving for Education..., Qualified Retirement..., Gift Tax, Private Foundations, Personal Net Worth..., Qualified Personal..., Grantor Retained..., Charitable Lead Trusts, Charitable Remainder..., Life Insurance, Property & Casualty..., Financial Modeling, Fixed Income, Accounting, Financial Services, CPA, Income Tax

Education
University of Akron Masters of Taxation   1996 — 2000
Master's Degree, Taxation, 3.9 GPA

Miami University   1988 — 1992
Bachelor's Degree, Accounting & Finance, 4.0 GPA

Chen Cottrell Chen Cottrell Cleveland, Ohio Details
Chen Cottrell's Paragon Advisors, Inc. Experience August 2012 - Present
Job Managing Director at Paragon Advisors, Inc.
Industry Accounting
Experience
Paragon Advisors, Inc.   August 2012 - Present
RSM McGladrey  January 2008 - April 2012
PricewaterhouseCoopers  January 2006 - December 2007
Deloitte & Touche  January 2005 - December 2005
Green Hasson & Janks  1999 - 2005

Education
Golden Gate University   2000 — 2002
Master Business Taxation, Taxation

University of California, Los Angeles   1988 — 1992
Bachelor of Arts, Business/Economics

Alaina Sullivan Alaina Sullivan Brooklyn, New York Details
Alaina Sullivan's Paragon Advisors, Inc. Experience August 2010 - January 2011
Job Designer / Visual Artist
Industry Design
Experience
Bon Appetit  August 2012 - Present
Freelance  April 2012 - Present
palate/palette/plate   January 2011 - Present
Ugallery.com  July 2010 - Present
General Assembly  June 2012 - July 2012
Sunday Suppers Studio   April 2012 - July 2012
markbittman.com   August 2011 - July 2012
food52.com  May 2011 - March 2012
20x200 Jen Bekman Projects, Inc.   March 2011 - June 2011
Paragon Advisors, Inc.   August 2010 - January 2011

Skills
Photography, Graphic Design, Oil Painting, Food Photography, Art Direction, Illustration, Editorial Design, Hand-lettering, Typography

Education
Colgate University   2006 — 2010
Bachelor of Arts, English, Studio Art

Shaker Heights High School

Susanne Powers, CPA Susanne Powers, CPA Cleveland/Akron, Ohio Area Details
Susanne Powers, CPA's Paragon Advisors, Inc. Experience January 2014 - Present
Job Chief Operating Officer, Chief Compliance Officer at Paragon Advisors, Inc
Industry Accounting
Experience
Paragon Advisors, Inc.   January 2014 - Present
Paragon Advisors, Inc.   August 2011 - Present
Paragon Advisors, Inc.   June 1997 - August 2009
Ernst & Young, LLP   September 1995 - May 1997

Skills
Strategic Financial..., CPA, Estate Planning, Income Tax, Investment Advisory, SEC Compliance

Education
John Carroll University   1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting