Paragon Wealth Management was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, we have a strong ability to navigate the vast financial landscape. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a valuable skill set and extensive knowledge to the team.
FOUNDING PARTNER, FINANCIAL ADVISOR
Charles J. McNamara, III (Charlie) is a nearly 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to...
FOUNDING PARTNER, PORTFOLIO MANAGER
Ricardo J. Ferreira is a decorated U.S. Navy Veteran who spent his service time at N.A.E.S. Lakehurst and the USS George Washington working in aviation support. His passion for finance and talent for analyzing and finding solutions to co...
As a graduate of Germantown Academy, Phil Rosenau earned his Bachelors Degree in economics at Drew University, while also earning a minor in business management. Following an exceptional colligate career Phil was awarded a position at...
Jonathan values the trust given to him by his clients and works hard to provide individualized recommendations, focusing on his client's long-term goals and objectives. He graduated from West Point in 2002 with a B.S. in Systems...
DIRECTOR OF BUSINESS DEVELOPMENT
As a nearly 50-year resident of Bucks County, Charles J. McNamara, Jr. leveraged his 28-years of knowledge in the advertising industry to build a successful business in automotive sales. Upon retirement, his son Charlie III presented...
DIRECTOR OF OPERATIONS
With a bachelor’s degree from Bloomsburg University attained in 1992, Lori Carroll brings both her customer service management, and marketing skills to the McNamara Financial Group team. Upon joining the group in 2011, Lori...
Kathleen has been an assistant since 2017. She is a Notary Public. She holds degrees from Arcadia University, Holy Family University, and was an MBA student at La Salle University. Her previous...