Experience the Paragon Difference

Get the research, support, and back-office personnel to serve as your “single-source provider” for tax and financial services.

Enjoy access to our platform which unites qualified licensed professionals as a team. We’re here to help you achieve financial success and peace of mind through professional support. Plus, you’ll discover how effective marketing in an ethical and compliant manner is possible.

Experience the Paragon Difference

We help advisors, CPAs, and attorneys work as a team on the client’s behalf to deliver compliant and customized financial plans that grow their business. What makes us different is our dedication to helping you formulate and present plans from a tax-smart perspective.

Our Department of Labor-friendly business model helps you get and stay in front of qualified clients and prospects. Plus, through our national network of CPAs, EAs, and tax attorneys, you can offer tax preparation and tax planning services to your clients year-round.

Want Prospects, Support, or Cash Flow?

You’ve come to the right place. We have:

See how the Paragon Way can help you grow your business and build client trust.

Our Team

Stephen Way

Founder and CEO

Angel Way


George Elias, CPA

Senior CPA

Joseph McLane

Agent Advocate

Sharon Hawthorn

Human Resources

James McLane

Agent Educator

Richard Sadler

Agent Educator

Andrew Akins

Retirement Architecture Program Manager

Jeffrey Vujevich

Commission Manager

Sara Estrin Arndt

Office Manager

Matthew Vegel


Paul Dyer

Consultant from Vine Family Office Tax Planning