Our Team of Professionals
CEO & Senior Wealth Manager
Jim has over twenty-five years of experience in investment management and comprehensive wealth planning. Jim attended Rockhurst University on a soccer scholarship, and he graduated...
Director of Tax Planning & Senior Wealth Manager
Melissa is a licensed Certified Public Accountant (CPA) and she helps our clients implement tax planning strategies to reduce their taxes. Melissa is also a...
Director of Client Services
Janet is responsible for managing all aspects of Paradigm Financial Advisors client support services process. Janet works closely with our Senior Wealth Managers in coordinating...
Zach is a Wealth Manager and works closely with our Senior Wealth Managers in providing comprehensive wealth planning services for our clients. Zach develops financial...
Matt assists our CEO with managing our client’s portfolios and is responsible for trading. Matt manages our rebalancing and tax loss harvesting process. Matt is...
Estate Planning Attorney
Anne Elise is responsible for helping our clients with all aspects of their estate planning. Anne Elise also assists clients with transferring property to their...
Abby is our team’s Operations Manager. She is responsible for ensuring that our technology and operations systems run at optimal efficiency and assisting our management...
Client Coordinator & Paralegal
Kristen is responsible for managing our front desk, scheduling meetings and directing client calls to the appropriate person on our team. Kristen also assists our...
Kate manages our accounting department and she is responsible for ensuring that all financial transactions are properly recorded in our accounting system. Kate coordinates the...
Client Service Associate
Jennifer is responsible for assisting the Wealth Management teams with operations as well as providing proactive, value-added service to PFA clients. As a client service...
Senior Estate Planning Attorney (of Counsel)
Jim leads our team of Attorneys in designing and implementing advanced estate tax planning strategies for our high-net-worth clients. Jim has over 40 years of...
Meet in person with a Paradigm team member at our new office in Des Peres, MO.
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People often put off planning for the future because they think they don’t have the time to do it right. The good news is that it doesn’t have to be a major undertaking, and it can require less time than you think.