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Corey W
Series 65
Northville, MI
Paragon Investing, LLC
Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.
Austin C
Series 65
Royal Oak, MI
Paragon Investing, LLC
Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment strategies that consider client objectives and risk tolerance, using various approaches including asset allocation, technical and fundamental analysis, and a range of investment vehicles.
Jonathan C
CFP®, Series 65
Detroit, MI
Paragon Investing, LLC
Jonathan Carender is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Paragon Investing, LLC since 2020. His prior work includes roles at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers discretionary and non-discretionary managed accounts along with standalone or bundled planning services, tailoring investment processes to client objectives using a mix of asset allocation strategies and fund types.
Trevor Y
Series 65
Henderson, NV
Paragon Investing, LLC
Trevor Young is a financial advisor at Paragon Investing, LLC with a Series 65 designation and one year of industry experience. Prior to his role at Paragon Investing, he worked at Finity and MHC Software and spent three years at Deloitte Consulting. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers both discretionary and non-discretionary managed accounts and tailors its investment process to client objectives, incorporating various strategies and asset types to preserve purchasing power over the long term.
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