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Amy K

Series 63, Series 65

Richmond, VA

Paragon Financial Services

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Dorsey Wright & Associates from 2010 to 2018 before joining Paragon in 2018. Kemp operates through Paragon as an independent investment advisor. Paragon Financial Services serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and advisory consulting, combining fundamental and technical analysis with tactical, quantitatively informed strategies, and maintains formal affiliations for estate planning and tax coordination.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General retirement planning Annuities Options & derivatives strategies Founder/Business Owner
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Ryan S

CFP®, Series 66

Richmond, VA

Paragon Financial Services

Ryan Smith is a CFP® with 22 years of industry experience. He has been with Paragon Financial Services since 2012 and also maintains an affiliation with LPL Financial LLC dating back to 2010. Smith is involved in multiple investment-related activities through Paragon, including advisory and tax strategy services. Paragon Financial Services serves individual and high-net-worth clients, retirement plans, trusts, and institutions with portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm offers customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate services through affiliated providers.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General retirement planning Annuities Options & derivatives strategies Founder/Business Owner
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Simon W

Series 63, Series 65

Richmond, VA

Paragon Financial Services

Simon Woon is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Paragon Financial Services since 2012 and has been affiliated with LPL Financial since 1995. Outside of advisory work, he is involved in selling long-term care and life insurance policies. Paragon Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, and institutions, providing portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm uses customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate planning services through affiliated partners.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General retirement planning Annuities Options & derivatives strategies Founder/Business Owner
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