Institutional Strategy. Individual Attention.
Paragon was founded to bridge a critical gap in the wealth management world: making institutional-quality strategy accessible to individuals and families who value both sophistication and sincerity.
Our team saw firsthand how large firms reserved elite solutions for a select few, often burdened by conflicts of interest. We knew there had to be a better way—so we built one.
We don’t believe in one-size-fits-all. We believe in excellence, customized for you.
Meet the Team
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Allen Buckley, CFP®
Managing Partner
Allen Buckley has over two decades of experience in finance serving the unique needs of high net-worth and ultra high net-worth families. As a Certified Financial Planner, he specializes in helping clients achieve their financial goals, tailored to their individual circumstances and aspirations.
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Alyssa Ferguson
Partner
Alyssa Ferguson brings over 15 years of experience in Property & Casualty Insurance to Paragon. Her expertise lies in Farm & Ranch insurance, but she's also well-versed in both Commercial and Personal Lines coverage.
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Lauren Lindsay, CFP®
Financial Advisor
Lauren Gadkowski Lindsay began her journey as a comprehensive, fee-only financial planner in 1998. As a Certified Financial Planner®, she creates personalized financial strategies that align with the unique goals and dreams of her clients across the United States.
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Sara Lopez
Senior Relationship Manager
Sara Lopez brings more than 15 years of financial industry experience to her role as Relationship Manage, including four years at Goldman Sachs. Her career—from Teller and Personal Banker to Sales and Service Manager—gives her a strong understanding of both client needs and financial operations.
Our Story
Paragon began with a simple but powerful realization: many high-net-worth individuals were forced to choose between two imperfect options—large institutions offering advanced strategies with impersonal service, or smaller firms offering personalized attention but lacking sophisticated tools.
Our founder, Allen, recognized this gap while serving as a Vice President in personal financial management at one of the world’s leading investment banks. He saw how elite strategies could drive exceptional outcomes, but also how these resources were often inaccessible to everyday investors. Just as troubling were the embedded conflicts of interest that could compromise client trust.
Motivated to change this, Allen founded Paragon to deliver a better model—one that blends the institutional sophistication of Wall Street with the independence and transparency of a fiduciary firm.
What started with one advisor’s conviction has grown into a team of seasoned professionals dedicated to bringing clarity, strategy, and integrity to wealth management.
We offer holistic private wealth services, coordinating seamlessly across financial planning, investments, estate strategy, tax planning, and more—so you can move forward with confidence, knowing you have the right team by your side.
