Jay Ratterman is a CFA® charterholder with seven years at Paragon Capital Management and nine years of prior experience at ANB Bank. He is based in Denver, CO. Paragon Capital Management, Ltd. provides investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Brian Goodstadt is a CFA® charterholder with 17 years of industry experience. He has been with Paragon Capital Management in Denver, CO since 2005, working as part of a four-advisor team. Paragon Capital Management provides investment management, financial planning, retirement plan advisory, and legacy-position services to individuals, families, trusts, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily using equities, mutual funds, and ETFs.

Benjamin Michalski is a financial advisor at Paragon Capital Management in Denver, CO, holding Series 65 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Merit Financial Group, LPL Financial, Tedstrom Wealth Advisors, Transamerica Capital, and Edward Jones. He also provides fixed insurance advice as part of his professional activities. Paragon Capital Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation and long-term holdings with tactical adjustments using a proprietary quantitative model, focusing on equities, corporate debt, mutual funds, and ETFs, serving primarily larger, multi-generational separately managed accounts.

Shaun Williams is a CFP® and CFA® with 10 years of industry experience. He is currently with Paragon Capital Management and has previously worked at Janus Management Holdings Corp and Janus Distributors LLC. Outside of his advisory role, he is a signatory on the operating and reserve accounts of the Timbergreen Townhouse Homeowners Association. Paragon Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm utilizes a blend of strategic and tactical asset allocation supported by a proprietary quantitative optimization model.