Advisors at this firm
Abigail V
Series 63, Series 65
Wayne, PA
Paradigm Money Management, LLC
Abigail Vick is a financial advisor with Paradigm Money Management, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Paradigm Money Management and Paradigm Insurance Services since 2019, and previously at Simplicity Financial and Vick & Associates. Outside of her advisory roles, she has been involved with Nexus Athletic Club for eight years. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending and monitoring third-party managers rather than managing client assets directly.
Donja C
Series 66
Tucson, AZ
Paradigm Money Management, LLC
Donja Cluff is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Paradigm since 2020. In addition to her advisory role, she is involved with Freedom Equity Group and United Financial Freedom as an insurance agent and investment-related agent, dedicating a significant portion of her time to these activities. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.
Kristin S
Series 66
Burr Ridge, IL
Paradigm Money Management, LLC
Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.
Alicia S
Series 63, Series 65
Indian Trail, NC
Paradigm Money Management, LLC
Alicia Stingley is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Alpha Investment Advisors. Outside of her advisory role, she is the owner of Allyn Financial LLC, a financial education business. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.