Paragon's Wealth Management Team

Dave Young, President and Founder
His biography has been described as unique and eclectic. Dave started his career as an entrepreneur. He successfully started over a dozen businesses in the early 1980s. In 1986, he sold his businesses and wanted to invest the proceeds, but 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 investment methods that would produce the most profitable returns. He believed in his methods so much that he invested his life savings and started what is now called Paragon Wealth Management. Over 24 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 Business Magazine's blog, Paragon's blog, Money Manager's Live, and others. He is also involved in his community. He is on the Thanksgiving Point Board of Advisors and the UVU Foundation Advisory Board.

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.

Dave's Bio Video

Nathan White CFA, Chief Investment Officer
With over 15 years of investment management and financial consultation experience, Nathan has the knowledge and skills 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 writes stock market updates weekly on Paragon's blog, Money Managers Live. He also writes articles for Paragon's quarterly print newsletter about the stock market, investing, retirement, and other related topics.

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

Nathan's Bio Video

Luke Tait, Marketing
Luke is your first point of contact at Paragon. He is the one to talk to if you have questions about Paragon's investment strategies or would like to learn more about our company. He is personable and motivated to help you succeed in reaching your financial goals.

Luke is currently pursuing a bachelor's degree in finance at Brigham Young University while completing his internship at Paragon. He loves the outdoors, hiking and sports. He also enjoys boating, wake boarding and participating in triathlons in the summer. In the winter he likes to snowboard and snowmobile. He enjoys new challenges and adventures.

Elizabeth Michalek, Director of Client Services
If you have questions or need assistance, Elizabeth is the one to call. Her responsibilities include processing client paperwork, generating statements, and responding to all client inquiries.

Elizabeth's background is in the financial services and insurance industries. She has over 10 years of experience in customer relations, business development, and marketing. She has a bachelor's degree from Brigham Young University and holds her Series 7 & 63 securities licenses.

Elizabeth enjoys scrapbooking, cooking & menu planning, being a mother of two, and exercising.

Elizabeth's Bio Video

Trudy Meister, Administrative Executive

Trudy provides administrative and back office support. She also helps with client service. 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 being a mother to her two daughters. She also likes to travel, spend time with her family and friends, dance, go boating, swim, exercise, read, write and snow ski.

Shannon's Bio Video

Kelli Young, Client Services
Kelli is assisting Elizabeth Michalek this summer with all of our clients' requests. She can answer questions about your account, assist you in completing paperwork or help you with anything else you might need. 

Kelli is a senior at Utah State University. She is pursing a bachelor's degree in finance. She enjoys spending time with her family, running, traveling, soccer, exercising, and outdoor sports.

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.