Invest Early & Often. Look At The Forest, Not Just The Trees. Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUM

Invest Early & Often. Look At The Forest, Not Just The Trees
When Investing – Meet Brian Goodstadt, Managing Partner, &
CIO, at Paragon Capital $1.1B AUM








Guest:


Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital
Mgmt $1.1B AUM





Website:


https://www.paragoncapitalco.com/





Brian’s Bio:





With over 30 years of experience in the investment industry and
over 15 years of working directly with individual clients, I've
learned that building a personal connection is just as important
as managing assets. That's why I make sure to always ensure that
my advice is honest and objective.


I aim to develop relationships with clients to help optimize
their financial future and I am committed to upholding the
highest ethical standards, so you can trust that my advice is
always in your best interest. I provide investment management,
tax planning, retirement planning, and other wealth management
services, and I'd be happy to help you make informed decisions
about your financial future.





I earned my bachelor’s degree from Boston University and my MBA
from Columbia University. I am a past President of the CFA
Society of Colorado. I previously served as a volunteer on the
CFA Institute's Disciplinary Review Committee and the Executive
Advisory Board for the Patrick Surtain II Foundation.





When I'm not in the office, you can usually find me out in nature
with my wife Laney, and our dog Sunrise. Hiking, skiing, and
being outdoors are my passions, but I also love to sit inside
with a good book, whether it's fiction or nonfiction. I grew up
in Queens, NY, and lived in Manhattan for a decade, but I have
called the beautiful mountain town of Evergreen, Colorado my home
since 2002.