Managing Partner – Co-founder

With over a decade of investment experience, Alan founded Paragon Private Wealth Group™ to redefine the level of service clients deserve. Prior to joining PPWG™, Alan held various positions with Merrill Lynch (now Merrill, a Bank of America company) including a wealth management advisor, market manager, and divisional portfolio specialist. It was at this time when he determined his passion and unique background would be valuable to provide a differentiated experience with his passion- working with individuals. He accomplished this transition working for JP Morgan Securities. With a desire to evolve, Alan left his post to focus full time on building out an unparalleled client experience with PPWG. This entailed over 5 months of intensive research and interviews prior to launch to develop our world class practice we have today. In addition to working with high net worth families and middle market businesses, Alan serves as a senior portfolio strategist getting deep into the weeds on analysis to ensure we have high conviction with our money managers we partner with as well as getting the most value out of client relationships.

Outside of work, Alan enjoys fishing, golfing, and traveling. Alan and his wife Katie enjoy staying active with their two kids.