Relationships first. Strategy always.
THE EXPERTS BEHIND YOUR STRATEGY.
Allen Buckley, CFP®
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.
As a former Vice President in personal financial management at one of the world’s leading investment banks, Allen gained invaluable insights into managing wealth for discerning clients. During his tenure at Goldman Sachs, Allen worked with individual clients and families, helped them navigate complex financial landscapes and tailored bespoke financial solutions to their specific needs.
Beyond his professional pursuits, Allen finds joy in his family life alongside his wife, Crystal, and their children, Ella, Ava, and Luke. Together, they call Thompson’s Station, TN home and enjoy boating and various outdoor activities. His dedication to family, clients and his community define his career as a trusted advisor.
MANAGING PARTNER
Alyssa Ferguson
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.
Prior to joining Paragon, Alyssa honed her skills at Arrowhead Insurance Agency. Now, she brings her in-depth knowledge and dedication to building strong client relationships to our team.
For Alyssa, client care is paramount. She is committed to providing you with the personalized attention you deserve to find the right insurance solutions.
PARTNER
Lauren Lindsay, CFP®
Lauren Gadkowski Lindsay began her career as a fee-only financial planner in 1998 and has been a Certified Financial Planner™ since 2001. She develops personalized strategies that reflect her clients’ goals and values across the U.S. Based in Houston, Texas, Lauren has worked virtually with clients since 2008, blending accessibility with highly personalized service. A former English teacher, she’s skilled at making complex financial topics clear and actionable.
Lauren is passionate about helping clients reach their goals through flexible, customized plans that adapt as life evolves. She’s upheld a commitment to fiduciary excellence as a NAPFA member since 2001. At Paragon, she focuses on building tailored solutions and guiding clients toward lasting success.
Lauren lives in Houston’s Woodland Heights with her husband, daughter, and St. Bernard. She’s active in her community as a school volunteer, Girl Scout leader, board member for Friends of Woodland Park, and contributor to the Houston Heights Women’s Club. Her life reflects a deep commitment to family, clients, and service.
FINANCIAL ADVISOR
Sara Lopez
Sara Lopez brings over 15 years of invaluable experience in the financial industry to her role as Relationship Manager at Paragon’s Modesto office, with her most recent four years spent at Goldman Sachs. With a background that began as a Teller and Personal Banker and evolved into a Sales and Service Manager at Goldman Sachs, Sara possesses a deep understanding of client needs and financial processes.
In her current position, Sara plays a pivotal role in establishing and nurturing new client relationships. She guides clients seamlessly through the onboarding process, ensuring all necessary paperwork is completed while serving as a trusted resource for any inquiries they may have.
Outside of her professional endeavors, Sara has proudly called Modesto home for the past decade, sharing her life with her partner of five years, Jon, and their two wonderful children. She’s an avid traveler, enjoys visits to Disneyland, and possesses a passion for culinary pursuits. During her leisure time, you’ll often find her engrossed in a good book, indulging in movies and TV shows, or hosting gatherings with friends and family.
SENIOR RELATIONSHIP MANAGER
