Paradigm Wealth Management, LLC

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Parker Taylor is a financial advisor at Paradigm Wealth Management, LLC in Oakbrook, IL. He holds Series 65 and Series 66 licenses and began his advisory career in 2024 after completing ten years as a full-time student. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm employs a range of investment strategies tailored to client objectives and offers no-fee educational seminars on topics such as diversification and asset allocation.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Halo Securities, LLC and Sentinus, LLC. Outside of his advisory work, he is involved in coaching and refereeing lacrosse at Hinsdale Central. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and third-party money manager recommendations. The firm tailors investment guidance to client objectives and risk tolerance, utilizing various analytical methods and regularly monitored third-party model portfolios.

Margaret Quinn is a Certified Financial Planner® with 20 years of industry experience. She has been with Paradigm Wealth Management, LLC since 2014, working within a six-advisor team in Chicago, IL. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and participant account management for defined contribution plans. The firm’s investment approach incorporates fundamental and technical analysis, modern portfolio theory, and long-term purchase strategies, often utilizing third-party model portfolios and money managers.

Douglas Kuhlman is a financial advisor at Paradigm Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Paradigm since 2008. Outside of his advisory role, he coaches his daughter's soccer team. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management. The firm employs a range of investment strategies and relies on third-party model portfolios and money managers, offering tailored advice based on clients' objectives and risk tolerance.