If you have questions or need assistance, Elizabeth is the one to call. Her responsibilities include processing client paperwork, generating statements, and responding to all client inquiries at Paragon Wealth Management.
Elizabeth's background is in the financial services and insurance industries. She has over eight years of experience in customer relations, business development, and marketing. She has a bachelor's degree from Brigham Young University and holds her Series 7 & 63 securities licenses.
Elizabeth enjoys scrapbooking, cooking & menu planning, being a mom, and exercising.
Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.
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