Paragon Planners Employee Directory

Financial ServicesOregon, United States51-200 Employees

Paragon Planners operates in the financial services sector, specializing in territory management support for professionals in both wholesale and retail finance. The firm concentrates on scheduling, territory analysis, marketing, administrative support, expense processing, and event planning and execution, aiming to add a high level of service and a dedicated contact point to client teams. Its target market comprises financial industry professionals seeking to strengthen client relationships through enhanced operational support and a “white glove” service approach. Based in the Portland metropolitan area in Oregon, the company has been building a team since 2002, emphasizing recruiters who commit to going above and beyond to help clients reach their goals. A recent development noted in industry coverage is the ongoing conversations around linked tools and platforms affecting the broader digital presence landscape, with Paragon Planners’ focus remaining on delivering structured support services for territory and marketing activities.

Find Paragon Planners employees' phone numbers or email addresses

Paragon Planners Global Highlights

Location
Employees

North America
150

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  • United States Of America
    150

Asia
1

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  • Pakistan
    1

Paragon Planners's Leadership

  • Stylized image of a person
    T. G.
    President/Co-Founder
    Phone icon
  • Stylized image of a person
    C. L.
    Co-Founder, Managing Director
    Phone icon
  • Stylized image of a person
    D. S. G.
    Owner
    Phone icon
  • Stylized image of a person
    L. S.
    Account Director - Business Development
    Phone icon
  • Stylized image of a person
    M. L.
    Director Of Employee Relations
    Phone icon
  • Stylized image of a person
    D. B.
    Database & It Director
    Phone icon
  • Stylized image of a person
    L. S.
    Account Director, Business Development
    Phone icon
  • Stylized image of a person
    B. R.
    Senior Operations Manager
    Phone icon

Paragon Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Accounting
  • Other

Contact profiles from Paragon Planners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Co-Founder, Managing Director
    Phone icon
    United StatesOregon
    Jun 17, 2026
  • Stylized image of a person
    T. G.
    President/Co-Founder
    Phone icon
    United StatesOregon
    Jun 19, 2026
  • Stylized image of a person
    D. S. G.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. S.
    Account Director - Business Development
    Phone icon
    United StatesMissouri
    Jun 17, 2026
  • Stylized image of a person
    M. L.
    Director Of Employee Relations
    Phone icon
    United StatesOregon
    Jun 17, 2026
  • Stylized image of a person
    D. B.
    Database & It Director
    Phone icon
    United StatesOregon
    Jun 17, 2026
  • Stylized image of a person
    L. S.
    Account Director, Business Development
    Phone icon
    Jul 22, 2024
  • Stylized image of a person
    B. R.
    Senior Operations Manager
    Phone icon
    United StatesOregon
    Apr 16, 2026
  • Stylized image of a person
    R. E.
    Territory Manager And Scheduler
    Phone icon
    United StatesOregon
    Feb 19, 2026
  • Stylized image of a person
    J. N.
    Client Services And Analyst Manager
    Phone icon
    United States
    May 31, 2026

Frequently Asked Questions

What is Paragon Planners known for?

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Paragon Planners was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 19672 Sun Circle West Linn, Oregon 97068 United States; you can contact the main corporate office by phone at . Explore Paragon Planners's company overview page for more information.

What is Paragon Planners's most common email format?

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

How many employees does Paragon Planners have currently?

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Paragon Planners has approximately 124 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Paragon Planners's key employees and leadership?

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As of June 2026, Paragon Planners's key employees include:

  • President/Co-Founder: T. G.
  • Co-Founder, Managing Director: C. L.
  • Owner: D. S. G.
  • Account Director - Business Development: L. S.
  • Director Of Employee Relations: M. L.

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