Paragon Financial Advisors

Ryan Briggs is a advisor at Paragon Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at RFG Advisory, LLC dba GFG Wealth Advisors, and Acquisition Integration LLC. Outside of his advisory work, he participates as a tournament specialist with Titleist, supporting charity golf events. Paragon Financial Advisors serves individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds. The firm’s investment process emphasizes strategic asset allocation and fundamental analysis across a range of investment vehicles, complemented by concierge and family office–style support for certain clients.

Kristopher Hicks is a financial advisor with Paragon Financial Advisors in College Station, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His previous roles include positions at Janus Henderson Distributors, Janus Henderson Investors, First Eagle Investment Management, and Dimensional Fund Advisors. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, employing a range of investment vehicles and offering family office–style concierge services for eligible clients.

Caleb Russell is a CFP® professional with 11 years of industry experience, currently with Paragon Financial Advisors in College Station, TX. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for a decade. Outside of his advisory role, Caleb is a partner in the Rising Tide Podcast and serves as secretary on the board of the Harvey Little League Baseball nonprofit organization. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, offering family office–style support and third-party service introductions for eligible clients.

Stephen Mcgee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Paragon Financial Advisors in College Station, TX. He has worked at Paragon Financial Advisors since 2016 and previously spent a year at Mass Mutual Investors Services. Outside of his advisory role, Mcgee is a color commentator for Texas A&M football broadcasts with KBTX Sports and TexAgs. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, employing diverse vehicles such as mutual funds, ETFs, individual securities, and alternative investments, with ongoing account monitoring and systematic rebalancing.

David Hailey is a CFP® with 19 years of industry experience at Paragon Financial Advisors in College Station, TX. He has been with the firm since 2007. Outside of his advisory role, Hailey serves as president of Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., both involved in agricultural and ranching operations. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, utilizing a range of investment vehicles alongside systematic rebalancing and periodic account reviews.

Andri Buckley is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Paragon, Buckley worked at Champion Capital Research and has a background that includes roles in education and energy sectors. Paragon Financial Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutions. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis across a range of investment vehicles, providing family office–style support and concierge services for eligible clients.

Matthew Lee is a CFP® professional at Paragon Financial Advisors with one year of industry experience. He has worked at Paragon Financial Advisors continuously since 2023 and previously spent six years at Berry College. Paragon Financial Advisors offers discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds. The firm serves individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities, employing a strategic asset allocation approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Sarah Kvistad is a CFP® professional at Paragon Financial Advisors with one year of industry experience. She has worked at Paragon Financial Advisors since 2024 and has prior experience with Brazos Valley Gymnastics. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis across various investment vehicles, and it offers family office–style concierge services for eligible clients.

Carissa Steffler is a financial advisor at Paragon Financial Advisors in College Station, TX, holding the Series 65 designation with one year of industry experience. Her prior roles include positions at Warwick Partners and Ernst & Young. She also has experience working at Texas A&M University. Paragon Financial Advisors provides discretionary portfolio management and financial planning services for a diverse client base, including individuals, high-net-worth clients, pensions, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis using a variety of securities and alternative investments, alongside family office–style concierge services for eligible clients.

Robert Calhoun is a CFP® and CFA® with 10 years of industry experience. He has been with Paragon Financial Advisors in College Station, TX since 2016, where he is part of a 13-advisor team. Paragon Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds. The firm serves individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities, with an investment process focused on strategic asset allocation and fundamental analysis across various investment vehicles.

Heather Jendrusch is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Paragon Financial Advisors since 2023, and previously spent seven years at M C Byrd Wealth Management, LLC and one year at UnitedHealth Group. Paragon Financial Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach focuses on strategic asset allocation and fundamental analysis, incorporating mutual funds, ETFs, individual securities, and alternative investment vehicles.

Matthew Spradling is a CFP® professional with four years of experience, currently serving at Paragon Financial Advisors. He previously worked at Reynolds & Reynolds for nine years before joining Paragon. Paragon Financial Advisors offers discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds for a diverse client base, including individuals, high-net-worth clients, pensions, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, utilizing a range of investment vehicles with systematic rebalancing and periodic reviews.

William Tebeaux is a CFP® and CFA® with 23 years of industry experience. He is currently with Paragon Financial Advisors, where he has served for multiple periods totaling over seven years. His prior experience includes tenure at Cetera Investment Services LLC. Paragon Financial Advisors delivers discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, utilizing a broad range of securities and alternative investments with systematic rebalancing and periodic reviews.