Paradigm Advisors, LLC

Kathleen Hood is a financial advisor at Paradigm Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbor Light Planning and NorthWestern Mutual. Outside of her advisory roles, she was involved with Handy Dandy Homes LLC for eight years. Paradigm Advisors serves individuals, retirement and profit-sharing plans, charitable organizations, and businesses by providing investment management, financial planning, and tax return preparation. The firm emphasizes strategic asset allocation through passive investment management using index funds and ETFs and offers ongoing planning support through a retainer model with quarterly reviews.

William Dunk is a CFA® charterholder with 22 years of industry experience, currently serving at Paradigm Advisors, LLC since 1995. Based in Dallas, TX, he has been with the firm for over three decades. Paradigm Advisors serves individuals, including high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and businesses by providing investment management, financial planning, and tax return preparation. The firm primarily uses a strategic asset allocation approach with passive investment management through index mutual funds and ETFs, offering ongoing planning support and educational seminars.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.