Advisors at this firm
Matthew S
Series 65
Covington, LA
Paradiem, LLC
Matthew Sullivan is a financial advisor at Paradiem, LLC with a Series 65 credential and one year of industry experience. Prior to joining Paradiem, he worked at First Guaranty Bank for four years and attended Southeastern Louisiana University. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers customized portfolios with a long-term orientation and coordinates complex household and business planning through a multi-advisor team across five offices.
Carl D
Series 65
Fishers, IN
Paradiem, LLC
Carl Drury is a financial advisor at Paradiem, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm constructs customized portfolios using fundamental analysis with a long-term focus and offers coordinated family and business planning programs alongside portfolio management and insurance solutions.
Sandra T
Series 63, Series 65
Covington, LA
Paradiem, LLC
Sandra Tackett is a financial advisor at Paradiem, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Paradiem since 2008, including a ten-year period at LPL Financial, llc. Outside of her advisory role, she owns and operates a home-based travel agency through Archer Travel Group. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm offers customized portfolios using fundamental analysis with a long-term focus and coordinates complex household and business financial needs through a multi-advisor team across five offices.
Caleb K
Series 65
Covington, LA
Paradiem, LLC
Caleb Kelso is a financial advisor at Paradiem, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Paradiem, he worked at Next Level Blending and Tyson Foods, and has experience in educational roles at the University of Arkansas-Fayetteville and Jim Ned High School. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm creates customized portfolios with a long-term focus and offers coordinated family and business planning programs, acting as a central financial resource for complex households and business clients.
Eric D
CFP®, Series 63, Series 66
Covington, LA
Paradiem, LLC
Eric Dunavant is a CFP® professional with 26 years of industry experience, currently serving at Paradiem, LLC. He has worked with Ic4 Strategies, LLC since 2014 and was affiliated with LPL Financial, LLC from 2007 to 2017. Outside of his advisory role, Dunavant is involved in community and educational activities, including teaching a life skills course at a local private school and serving on nonprofit boards. Paradiem, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and charitable organizations. The firm constructs customized portfolios using fundamental analysis with a long-term focus and offers coordinated family and business planning programs alongside portfolio management and insurance services.
Danielle W
Series 65
Staten Island, NY
Paradiem, LLC
Danielle Wauchope is a Series 65 licensed financial advisor with Paradiem, LLC, where she has worked since 2014 and has 11 years of industry experience. She is involved in community activities including coaching basketball and teaching Sunday School, and serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University. Paradiem, LLC serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm emphasizes customized portfolio construction, ongoing client communication, and coordinated planning for complex households and business clients through a multi-advisor team approach.