Katie is the Chief Investment Officer at Paragon, a role central to the firm’s investment strategies. With a track record of excellence and a passion for her clients’ financial health, Katie creates tailored investment plans and offers client-driven guidance. While staying ahead with consistent market research and strategy analysis, Katie supports clients by providing timely and reliable personal investment strategies. Before her role at Paragon, Katie was a Financial Advisor at Meridian Wealth Management, and a Financial Advisor at Morgan Stanley. Katie began her career as a stockbroker at Scottrade, where she quickly joined the branch management team working with teams nationwide provid