Paragon Financial Partners

Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.

Evan Shorten is a CFP® professional with 26 years of industry experience, currently serving at Paragon Financial Partners since 2011. He has prior experience with JVIF, LLC and operates A Very Shorten Production, a marketing and public relations consulting firm. Outside of advisory work, he is involved in independent insurance sales. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations, offering wealth management, portfolio management, financial planning, and occasional trustee services. The firm employs a primarily long-term investment approach based on fundamental analysis and is notable for its use of margin and options in separately managed accounts.