Insight-based advice

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I have a passion for helping people achieve their dreams.

We all have dreams and goals and things we want to accomplish with our lives. Often, these require money--to travel, to buy a home, to save for college tuition, to retire and live happily ever after. Whatever your dream, I can help you plan your wealth around your goals.

I am an experienced financial advisor who has been designing wealth management plans for clients since 1996. My goal is to give them confidence that they are in good, caring hands. As a demonstration of my commitment to my craft, I earned the rigorous Certified Financial Planner™ (CFP®) designation in 2003.

Wealth is a means, not an end. From facilitating complex legacy strategies to organizing family finances to ensuring that children with special needs are cared for, I love to help people overcome their financial challenges, so their goals and dreams become reality.

Before I entered the financial services business, I was a biomedical engineer, training people to service medical equipment. While engineering was rewarding, it did not fulfill a fundamental need I had, which is to help people one-on-one.

My husband worked for an insurance and investment company. He suggested I consider financial services. The more I looked, the more I realized that many people were making investment decisions based on emotion or recommendations from friends. While we love our friends, they are not necessarily the best source of objective advice.

So, driven by the desire to help people, and with the discipline of an engineer, I decided to focus on financial planning.

I am excited to get up every morning to help my clients achieve their dreams. As I do that, one family at a time, I'm doing my part to change the world for the better. 

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Louisiana Tech University, Biomedical Engineering, cum laude
• Georgia State University, Master's Degree in Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor

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With over 34 years of experience in wealth management, David is a trusted advisor to his clients.  David was formerly a CPA where he gained experience in corporate accounting and finance. He received his BBA from Emory University in 1984.

David is responsible for orchestrating our efforts to provide highly customized and comprehensive wealth management services to our clients. David's goal is to help each client implement a fully integrated, holistic approach that includes investment strategy, lending solutions, and comprehensive financial and estate planning. David helps corporate executives manage their options and restricted stock plans and coordinates tailored investments solutions for high net worth families.

David is very active in the community and he has previously served on boards at The Marcus Jewish Community Center, Juvenile Diabetes Research Foundation, Emory University Business School, and The Standard Club.  He is an avid tennis player and also enjoys golf and travel.  David and Jennifer live in East Cobb and have two grown children and two grandchildren.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Emory University, BBA

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Jeffrey is a seasoned financial advisor with almost 25 years of industry experience.  Jeffrey received his BBA in Finance, from Ohio University, and graduated in the class of 1999.  He is dedicated to developing deep and trusting relationships with his clients and provides them with the personalized attention of an elite investment boutique while leveraging UBS’s global resources to assist them in every aspect of their financial lives.

Jeffrey’s extensive experience informs his approach to developing and implementing customized strategies to help his clients pursue complex goals. He collaborates with his clients' tax and legal advisors and incorporates tax minimization and estate planning recommendations into comprehensive planning strategies that include investments, cash flow, debt management and lending strategies, insurance, and education.

Jeffrey is active in the community and served as President of the board for the ALEF FUND. He has also previously served on the board for The Marcus Jewish Community Center.  Jeffrey and Mara live in Sandy Springs with their two children.  Jeffrey enjoys spending time with kids and traveling.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Ohio University, BBA Finance

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Cromwell is a Financial Advisor with UBS Financial Services Inc. Prior to his career in the financial services industry, he was a tax professional with Arthur Andersen LLP and Deloitte & Touche LLP in Atlanta. Cromwell is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®) as well as a Certified Public Accountant in the state of Georgia. Cromwell received his BS in Business Administration–Accounting as well as his Master of Accountancy–Taxation from the University of Tennessee in Knoxville.

• Forbes Best-in-State Wealth Management Teams, 2023, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Hugh has been a Financial Advisor since 1983. Prior to UBS he served as Senior Vice President – Investments with Oppenheimer & Co. in Atlanta and as Account Executive with Merrill Lynch & Co in Atlanta. Hugh is a Chartered Financial Analyst® and is a member of several professional organizations, including the CFA® Institute & the Dallas Society of Financial Analysts. He received his BA in English from the University of the South in Sewanee, Tennessee and his M.B.A. from Georgia State University. He also completed the Education for Ministry Program at Sewanee's St. Luke's School of Theology.

• Forbes Best-in-State Wealth Management Teams, 2023, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Paul understands the value of a lifelong dedication to integrity and self-improvement. Having earned the rank of Eagle Scout, he credits scout training with having instilled in him a passion for helping people make the right decisions. As part of that ongoing commitment, he continues, to this today, to pursue new knowledge and skills with the ultimate goal of serving others.

At Paragon Wealth Management, Paul is primarily responsible for providing thoughtful, tailored client service. As part of a close-knit, husband-and-wife team with advisor Angela Calvin, he draws on his background as a certified public accountant to bring accuracy, attention to detail and professional expertise to offer complementary skills and shared values that benefit clients’ financial well-being.

Prior to joining UBS, Paul had a long and successful career in the financial services industry. After graduating from Georgia State University in 1983 with a degree in accounting, he worked for 17 years at Primerica Financial Services, where he was made Treasurer. Paul was certified as a CPA in 1994 and eventually established his own practice in 2007.

• Georgia State University, Accounting: 1983

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Having learned the value of hard work and dedication as an athlete, Carson recently started his career in wealth management. He is ambitious and ready to pursue new knowledge and skills to serve others.

At Paragon Wealth Management, Carson is primarily responsible for managing relationships with clients. He is an excellent communicator who puts the needs of the client first in order to deliver unparalleled customer service.

Carson is a 2022 graduate of the Terry College of Business at the University of Georgia with a degree in finance. He is an avid golfer who loves the outdoors.

• University of Georgia, Finance: 2022

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Tracy has over 20 years of professional sales and operational experience within financial services, and to her, serving clients is second nature.  Having previously worked for UBS Securities, her career spans many institutional firms including Janney Montgomery, Mizuho and Nomura Securities. After rejoining UBS Financial Services in 2018, Tracy transitioned her service clientele from institutions to individuals, trusts and corporate retirement plans. With her knowledge of the markets that span the globe, our clients have the comfort of knowing there’s nothing our team can’t do to serve in the fullest capacity.

Tracy was born and raised in New Jersey. After moving to Atlanta in 2003 she met her husband, Stoney.  Together, they spend much of their time travelling to our son Ethan’s baseball games, watching live music and playing with their rescue dog, Lexi.

Tammy Mummert is a Registered Client Service Associate with UBS.  She has been in the financial services industry since 1991.  Prior to UBS, she was employed with Smith Barney, Goldman Sachs, and Williams Financial Services.  Born and raised in Texas, married 27 years, she has two sons, 22 and 19 and one grandson whom she adores.  In her spare time Tammy enjoys antiquing with her husband, Calvin. 

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As a member of Paragon Wealth Management, Carmen enhances client experiences by providing operational and administrative support to the team. Carmen enjoys getting to know our clients by helping them fulfill a variety of needs; such as access to UBS online services, account opening and transfers to UBS, tax reporting and cash management activities including checks, wires, retirement plan distributions, and loan disbursements.