Dave Young, President and Founder
His biography has been described as unique and eclectic. After graduating from Brigham Young University, Dave started his career as an entrepreneur. He successfully started 12 businesses in the early 1980s. In 1986, he decided to sell his businesses and invest the proceeds, but he was unable to find an investment company that met his needs. As a result, later that year he began managing his own portfolios.

Dave continued researching methods for investing that would produce the most profitable returns. He believed in his methods so much that he invested his life savings and started Paragon. Over 20 years later, Dave continues to invest and research ways he can improve his business to serve his clients better. His methods have attracted national and local attention. He has been interviewed by BusinessWeek, CNBC, the Wall Street Journal, the Deseret Morning News and other national and local media. He has also written articles for Utah Valley Magazine, Utah Valley Business Q, Utah CEO Magazine's blog, Paragon's blog, Money Manager's Live and others.

Dave is the father of five children. He has traveled extensively around the world. He enjoys hunting, adventure travel, the outdoors, spending time with his family and exercising. Years before entering the world of Wall Street, he toured for four years performing "Grand Illusion," a full-stage magic show. He performed over 350 shows, completed three television specials and traveled the same circuits as David Copperfield in the late 1970's.

Nathan White CFA, Chief Investment Officer
With over 10 years of investment management and consultation experience, Nathan has the knowledge and skill to manage assets effectively. He is responsible for managing Paragon's proprietary investment models and conducting research to improve those models. He received his undergraduate degree in finance from the University of Utah and an MBA from Westminster.

Nathan is a Chartered Financial Analyst (CFA) charterholder and a member of the Salt Lake CFA society. He previously worked for Fidelity Investments, American Express, and as an independent investment representative. He has a passion for working with clients to help them achieve their financial dreams and enjoy life! Nathan was also awarded a five star quality rating by Paladin Registry after a comprehensive review of his credentials, ethics, business practices, and financial services.  

Nathan writes stock market updates weekly on Paragon's blog, Money Managers Live. He also writes articles for Paragon's newsletter about the stock market, investing, retirement, etc.

He is from Salt Lake City. He has four children, two boys and two girls. He enjoys spending time with his family, snowboarding, history, running and sports.

Trudy Meister, Director of Client Services
If you have questions or need assistance, Trudy is the one to call. She is friendly, personable and easy to reach if you need anything. Her responsibilities include opening client accounts, generating statements and responding to all client inquires.

She came to Paragon with a wide range of skills and experience. She has worked in office administration, human resource management, payroll/benefits administration, accounts payable and customer/client relations. She also spent time working as an executive assistant. She loves to spend time with her family, travel, quilt, make crafts, read and spend time outdoors. She also enjoys planting beautiful flowers in boxes around her yard in the summer.

Shannon Golladay, Public Relations/Marketing
Shannon is your source to get the most up-to-date news from Paragon. She has a bachelor's degree in public relations from Brigham Young University with a minor in business management. She completed a public relations internship in New York City at Middleton & Gendron, a travel public relations firm. She also has experience with non-profit, agency and corporate public relations.

Shannon loves to travel. She lived in Wales for a year and a half to complete an LDS church mission. She competed in gymnastics when she was younger, and she enjoys coaching. She likes spending time with her family and friends, dancing, boating, swimming, exercising, reading and snow skiing.

Strategic Alliances for Your Success
Paragon Wealth Management has created multiple professional alliances to ensure a high-end, comprehensive wealth management service. That means we are ready to bring qualified and experienced CPAs, attorneys and financial planners into the relationship to attend to your asset protection, credit, retirement and estate planning needs. These trusted alliances can provide you with prudent analysis and successful solutions that serve your best interests as you work together with us to secure your future.