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. In 2020 and 2021, I was recognized by Forbes magazine as one of the Top 1000 Women Wealth Advisors in the United States.

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, 2023The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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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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

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