Our Team

Founding Partner

Stephen’s goal is to partner with clients and develop long-lasting relationships. He believes the foundation of client relationships is careful listening.

Founding Partner

Greg has counseled clients and managed their portfolios for more than 35 years. He realized early on in his career that each of his clients has their own story, their own distinct circumstances and their own views on investing.

Founding Partner

Amy is one of the co-founders of Paradigm Consulting, Inc. Her main focus is on investment management for individuals and organizations, and retirement plans for large and small businesses.

Founding Partner

Laurie is one of the co-founders of Paradigm Consulting Inc., and in this role, she sets the vision of the company and implements the processes that are in place for both individual investment clients as well as company retirement plans.

Retirement Plan Advisor

Kevin believes everyone has a different story and has different needs. That’s why his goal is to identify the personal and financial needs of his clients, and help create a plan to reach those needs.

Retirement Plan Coordinator

David is a member of the advisory team, which is committed to assisting people and businesses with their financial needs. 

Retirement Plan Advisor

Sarah joined Paradigm Consulting, Inc. in 2012. She is a dedicated professional within the qualified retirement industry for any size businesses. Sarah also provided investment management for individuals and organizations.

Retirement Plan Coordinator

Rhianna entered the financial industry and joined Paradigm Consulting, Inc. in 2014. Her primary responsibilities include facilitating the daily operations of employer-sponsored retirement plans in addition to attending to the needs of plan sponsors and participants. Rhianna earned a Bachelor of Arts in Mathematics, with a minor in Risk Management and Insurance, from Utica College of Syracuse University.