Paragon Financial Advisors

Ryan Briggs is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RFG Advisory, LLC dba GFG Wealth Advisors and Acquisition Integration LLC. Outside of his advisory work, Briggs is involved with Titleist as a tournament specialist, supporting charity golf events. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and long-term diversified portfolios across various asset classes, with ongoing monitoring and the ability for clients to set written restrictions.

Caleb Russell is a CFP® with 10 years of industry experience and is currently with Paragon Financial Advisors in College Station, TX. He previously worked at Northwestern Mutual for a decade. Outside of his advisory role, he is a partner in the Rising Tide Podcast, where he co-creates content and book discussions, and serves as secretary on the board of the Harvey Little League Baseball nonprofit, contributing to coaching and facility support. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation with diversified portfolios including alternative investments, and provides ongoing monitoring, rebalancing, and fiduciary services.

Stephen Mcgee is a CFP® professional at Paragon Financial Advisors with 11 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance. Outside of financial advising, Mcgee serves as a color commentator for Texas A&M football broadcasts with KBTX Sports and Tex Ags. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term diversified portfolios across a range of investment vehicles.

David Hailey is a CFP® professional with 18 years of experience and has been with Paragon Financial Advisors since 2007. He serves as president of both Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., which are involved in agricultural and ranching operations. Paragon Financial Advisors serves individual and high-net-worth clients, as well as institutional clients, providing portfolio management, financial planning, and retirement advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios using a range of investment vehicles, with a process that includes systematic rebalancing and fiduciary oversight.

Andri Buckley is a financial advisor with Paragon Financial Advisors in College Station, TX. He holds a Series 65 designation and has been working in the financial industry since 2022, including roles at Champion Capital Research and Paragon Financial Advisors. Prior to entering finance, he held positions in education and at Ring Energy, Inc. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Matthew Lee is a CFP® with Paragon Financial Advisors in College Station, TX. He has been with the firm since 2023 and previously worked at Berry College from 2014 to 2023. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term, diversified portfolios, utilizing various investment vehicles and systematic rebalancing.

Sarah Kvistad is a Series 65-licensed financial advisor at Paragon Financial Advisors with one year of industry experience. Prior to joining Paragon, she worked at Brazos Valley Gymnastics and has a background that includes education-related roles. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversified portfolios, employing various investment vehicles and systematic rebalancing.

Robert Calhoun is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with Paragon Financial Advisors since 2016 and previously worked at Calhoun Capital Research from 2010 to 2016. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversified portfolios incorporating a range of investment vehicles, with regular monitoring and rebalancing.

Heather Jendrusch is a financial advisor at Paragon Financial Advisors in College Station, TX, with nine years of industry experience. She holds the CFP® certification and Series 66 license. Prior to joining Paragon Financial Advisors in 2023, she worked at UnitedHealth Group and M C Byrd Wealth Management, LLC. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation and diversified portfolios using a variety of investment vehicles, with ongoing monitoring and systematic rebalancing.

Matthew Spradling is a CFP® and Series 65-registered financial advisor with Paragon Financial Advisors, bringing three years of industry experience. He previously worked at Reynolds & Reynolds for nine years before joining Paragon Financial Advisors. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and long-term diversified portfolios, incorporating a range of investment vehicles and providing fiduciary oversight for retirement accounts under ERISA/IRC rules.