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 with 11 years of experience at Paragon Financial Advisors in College Station, TX. He has worked at Paragon since 2016. Outside of his advisory role, Mcgee serves as a color commentator for Texas A&M football on 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 various 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® professional with one year of experience in the financial advisory industry. He has been with Paragon Financial Advisors since 2023 and has prior work experience at Berry College. 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 long-term diversified portfolios, including mutual funds, ETFs, equities, fixed income, and alternative investments.

Sarah Kvistad is a CFP® professional with one year of experience at Paragon Financial Advisors in College Station, TX. Prior to her advisory role, she held positions at Brazos Valley Gymnastics and was affiliated with Texas A&M University. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients by 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 and monitoring client accounts with systematic rebalancing.

Carissa Steffler is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 credential. She has one year of industry experience, with prior roles at Warwick Partners and Ernst & Young. Outside of finance, she was involved with Community BBQ & Grill. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, third-party sub-adviser selection, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term, diversified portfolios across a range of investment vehicles, with systematic rebalancing and fiduciary oversight of retirement accounts.

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–licensed financial advisor at Paragon Financial Advisors with four years of industry experience. He has been with Paragon Financial Advisors since 2021, following nine years at Reynolds & Reynolds. Located in College Station, TX, he is part of an 11-advisor team. Paragon Financial Advisors serves a diverse client base including 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 using various investment vehicles, with ongoing monitoring and client communication.

William Tebeaux is a CFP® and CFA® with 23 years of industry experience. He is currently with Paragon Financial Advisors, where he has worked since 2007, except for a two-year retirement period from 2024 to 2026. 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 through diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, with ongoing monitoring and rebalancing.