Paradiem, LLC

Matthew Sullivan is a financial advisor at Paradiem, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Guaranty Bank for four years. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm focuses on long-term, fundamental analysis to build customized portfolios and provides coordinated planning that integrates tax, estate, and charitable giving considerations.

Carl Drury is a financial advisor at Paradiem, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based investing and offers customized portfolios alongside coordinated planning for tax, estate, and charitable giving considerations.

Milton Brown is a financial advisor at Paradiem, LLC with a Series 65 designation and two years of experience at the firm. Prior to joining Paradiem, he worked at Prepare International for 18 years and is currently involved with Impact Kingdom Group, LLC. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, comprehensive financial planning, and insurance services. The firm employs a long-term investment approach based on fundamental analysis and provides coordinated family capital architecture planning that integrates tax, estate, and charitable giving considerations.

Sandra Tackett is a financial advisor at Paradiem, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns and operates a home-based travel agency through Archer Travel Group. Paradiem serves individuals, high-net-worth families, and charitable organizations with asset management, financial planning, and insurance services. The firm employs a long-term, fundamental analysis investment approach and acts as a coordinating “family CFO” to facilitate comprehensive planning and values-based strategies.

Caleb Kelso is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Next Level Blending, Tyson Foods, and the University of Arkansas-Fayetteville. Paradiem serves individuals, high-net-worth families, and charitable organizations through asset management, comprehensive financial planning, and insurance services. The firm offers discretionary and non-discretionary portfolio management alongside Family Capital Architecture planning, coordinating tax, estate, and charitable giving considerations with a long-term investment approach grounded in fundamental analysis.

Carson Rich is a financial advisor at Paradiem, LLC with a Series 65 designation and one year of industry experience. Prior to joining Paradiem, he has been involved with Living in South Louisiana DBA CR Holdings, LLC for five years and has work experience at PJ's Coffee and Mandeville High School. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term investment strategies based on fundamental analysis and acts as a coordinating family CFO through structured planning and ongoing portfolio monitoring.

Eric Dunavant is a CFP® with 27 years of industry experience, currently serving at Paradiem, LLC. He has been with Paradiem since 2007 and previously worked with LPL Financial from 2007 to 2017. Outside of his advisory role, he teaches a life skills course at a local private school and is involved in coaching and consulting through his business, IC4 Coaching & Consulting. Paradiem serves individuals, high-net-worth families, and charitable organizations, offering asset management, financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based portfolio management and coordinates comprehensive planning involving tax, estate, and charitable giving considerations.

Danielle Wauchope is a financial advisor at Paradiem, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with Paradiem since 2014. Outside of her advisory role, Ms. Wauchope volunteers with Grace Missionary Church, where she teaches Bible study, coaches basketball, and participates in mission trips and mentoring. She also serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University, working with students on career and networking topics. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, financial planning, and insurance services. The firm focuses on long-term investment strategies and coordinates tax, estate, and charitable planning through a family CFO approach that includes values-based giving and succession strategies.