Paradigm Wealth Management, LLC

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Parker Taylor is a financial advisor at Paradigm Wealth Management, LLC in Oakbrook, IL. He holds Series 65 and Series 66 licenses and began his advisory career in 2024 after completing ten years as a full-time student. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm employs a range of investment strategies tailored to client objectives and offers no-fee educational seminars on topics such as diversification and asset allocation.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.

Margaret Quinn is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Paradigm Wealth Management, LLC since 2014, where she is part of a six-advisor team based in Chicago, IL. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm also manages held-away defined contribution plan accounts using a third-party platform and offers investment-related educational seminars for plan participants.

Douglas Kuhlman is a financial advisor at Paradigm Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Paradigm since 2008. Outside of his advisory role, he coaches his daughter's soccer team. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management. The firm employs a range of investment strategies and relies on third-party model portfolios and money managers, offering tailored advice based on clients' objectives and risk tolerance.