About Us

Our Team

Jimmy Goolsby, AIF®

As a native of Atlanta, Georgia, Jimmy Goolsby, AIF® , Founder and President, is a rare breed – there aren’t too many around these days in the metro area. He brings a combination of 35 years’ experience and passion to bear on behalf of his clients.

Jimmy began his career in investments in the 1980s. This long-term experience is of great advantage to those who work with him. He has experienced – together with his clients – the full circle of life cycles and investment cycles. He has learned what works for his clients and their investments through real time and in real life.

He is passionate about his clients’ interests first and them achieving their life aspirations and goals. Jimmy is equally as fervent about investments and the markets in the context of what is best for every person and family he works with.

What Makes AIF® Designees Different?

Jimmy Goolsby has earned the AIF® designation (Accredited Investment Fiduciary).

Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility.

Fi360 is accredited by the American National Standards Institute for the AIF® Designation, making the designation part of an elite group of accredited designations for financial professionals.
Only Accredited Investment Fiduciary® (AIF® ) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.

Andrea Barber
Client Services Manager

Andrea has extensive experience in working with financial advisors as a wealth management assistant defines the way she approaches her role in advisor support, guiding clients every step of their journey, from creating paperwork for new accounts to fortifying client relations. In her relationships with clients, she goes above and beyond simply addressing their planning and account needs. They share their lives and family stories with her. Andrea is also responsible for coordinating and tracking client transactions and assisting in the management of day-to-day business and investment needs. Andrea loves the outdoors and spending time with her family – going to lakes in the summer and enjoying the simple life.

Our Core Principles
The Three “C’s”

Counseling

When clients choose us as their financial advisor, it means you’re working with an experienced advisor whose expertise will help you navigate the often-complex world of money management. From the outset, we work toward building a close, collaborative partnership that enables us to direct you toward a truly individualized path to enjoying life’s financial freedom.

Communication

Key to excellent communication is trust and transparency. This is the foundation on which we base a lasting and fulfilling relationship. We expect and enjoy answering your questions – lots of them at any time – and we’re here to guide you through the journey of managing your assets in the ever-changing ebb and flow of life.

Client-Centered

It’s your life story that is most important to us. We clearly and actively listen to hear your story of today and the journey you took to get here, along with your vision of where you want to go. We are passionate about successfully creating lasting and fulfilling investment plans around your aspirations that work while being adaptive to change in achieving future growth.

Our Story

Paragon Wealth Counselors can best express what it is by telling you what it isn’t. We are not a “cookie-cutter” financial advising firm. Paragon doesn’t provide you a plan that is filed away and revisited annually at most. Instead, Paragon provides Investment counseling around your priorities and the ongoing dynamics of real life. The source of our expertise is drawn from the many years of the life and financial experiences lived alongside our clients – from day to day. When we say we are a “just a telephone call away,” we do so sincerely. We want our communication with you to be like a trusted friend who is always available, honest and candid. We are a firm that personally engages with our clients, which is a fancy way of saying we are ready to serve you especially when you need us the most.

Paragon operates from the truism that life cycles and financial cycles exist hand in hand and must be acknowledged when managing assets. You can’t make a plan for life without combining these realities and understanding that life at times can take you on an unexpected journey. That means together we will work around and through these cycles and endeavor to steady the course toward the future. We celebrate your successes and will face your challenges with a solution. We help you manage your investments in real time, in real life.

Our partners

Registered Investment Advisor

On a daily basis, Paragon Wealth Counselors are working hand-in-hand with Little Rock, Arkansas’s Sowell Management. With $4 billion in affiliated assets, Sowell Management is a nationwide industry leader in the Registered Investment Advisor space and, formed in 1995, is a pioneer of fee-based fiduciary services. Behind-the-scenes, Sowell Management provides Paragon Wealth Counselors our back-office services, best-in-class technology and support, and portfolio management. Because of their diversity and broad strength, Paragon has a solid and trusted partner.

Contact us

Fidelity is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive, which makes them a perfect fit for the APEX Asset Advisor approach. Partnering with them gives us the flexibility we require to effectively serve clients whose needs may not conform to the restrictions that often go along with the large firm experience. They’ve also earned a reputation for conducting themselves with integrity.