Terry Sullivan founded Paragon Advisors in 1996 with a small team of four employees and 15 clients. Terry’s vision for Paragon was to provide a true multi-family office experience for a limited number of families looking for a partner in managing their financial matters.  We intentionally grew our firm slowly over the past 25 years.  Christine Jemison joined Paragon in 1999, and we gradually expanded our professional staff to become the organization of 25+ employees we are today.  On the client side, the comprehensive nature of our services means that adding a client relationship requires appropriate resources and infrastructure.  We maintained a deliberate and disciplined growth strategy, adding one to two family relationships each year.  We remain committed to the wholistic approach of comprehensive tax, investment and financial counseling across the generations of each of our families.  While the technology and tools we use evolved over the last 25 years, our vision to provide sound advice and exceptional service is unchanged since Paragon’s founding.