Paradiem | Intentional Ownership Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

If you’re an entrepreneur or business owner, how do you know that what you’re building won’t damage your marriage, children and grandchildren?
Most business owners plan their family’s future around finances. But when you study generational prosperity, you discover a legacy of unintended consequences and failures.
That’s exactly why we started Paradiem. We've taken the financial model and aligned it with family counseling so that we can reverse engineer the wealth building process by focusing on the goals for your family and loved ones first.
Almost all the families we work with have a team of experts working for them, but none of those experts are working together with the same goals and values.
Consequently, you end up having the responsibility of coordinating your entire team, which can be overwhelming and you might not even know what questions to ask.
You can end up paying too much in taxes, losing time with your family, and even setting up a situation that can lead to resentment and conflict among your loved ones.
We show families how to optimize their finances during their lifetime rather than only thinking about what happens when their gone.
When you have clarity, you can take action, make the best decisions and get the most out of the team you’ve already built.
If you’re a faith driven business owner and are planning an exit in the next one to five years, reach out to us so we can discover how we can work together.

Paradiem, LLC dba Intentional Ownership ("IOWN") is a Registered Investment Advisor.

Find Paradiem | Intentional Ownership employees' phone numbers or email addresses

Paradiem | Intentional Ownership Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
1

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  • Philippines
    1

Europe
1

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  • France
    1

Paradiem | Intentional Ownership's Leadership

  • Stylized image of a person
    K. S.
    Chief Investment Officer
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    R. M. F.
    Chief Compliance Officer & Director Of Operations
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  • Stylized image of a person
    T. L.
    Chief Relational Strategist
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  • Stylized image of a person
    D. W.
    Chief Planning Strategist
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    E. L. D.
    President, Founder
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  • Stylized image of a person
    C. D.
    President Of Planning
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  • Stylized image of a person
    S. T.
    Principal
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    S. T.
    Financial Management Associate
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Paradiem | Intentional Ownership Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Paradiem | Intentional Ownership

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. L. D.
    President, Founder
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    C. D.
    President Of Planning
    Phone icon
    United StatesNew Hampshire
    Jun 08, 2026
  • Stylized image of a person
    K. S.
    Chief Investment Officer
    Phone icon
    United StatesNorth Carolina
    Jun 28, 2026
  • Stylized image of a person
    R. M. F.
    Chief Compliance Officer & Director Of Operations
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    T. L.
    Chief Relational Strategist
    Phone icon
    United StatesNorth Carolina
    Jun 26, 2026
  • Stylized image of a person
    D. W.
    Chief Planning Strategist
    Phone icon
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    S. T.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. T.
    Financial Management Associate
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    United States
    Apr 21, 2026
  • Stylized image of a person
    A. S.
    Client Services Associate
    Phone icon
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    D. W.
    Family Wealth Counselor
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Paradiem | Intentional Ownership known for?

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Paradiem | Intentional Ownership was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 510 North Jefferson Covington, Louisiana 70433 United States. Explore Paradiem | Intentional Ownership's company overview page for more information.

What is Paradiem | Intentional Ownership's most common email format?

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Paradiem | Intentional Ownership employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paradiem | Intentional Ownership email formats with LeadIQ.

How many employees does Paradiem | Intentional Ownership have currently?

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Paradiem | Intentional Ownership has approximately 15 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Paradiem | Intentional Ownership's key employees and leadership?

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As of June 2026, Paradiem | Intentional Ownership's key employees include:

  • Chief Investment Officer: K. S.
  • Chief Compliance Officer & Director Of Operations: R. M. F.
  • Chief Relational Strategist: T. L.
  • Chief Planning Strategist: D. W.
  • President, Founder: E. L. D.

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