Paragon Capital Management

303.293.3680 | connect@pcm-net-com

Our Team

Alexander N. Feick

Alexander N. Feick

Partner, Co-Founder

Before co-founding Paragon Capital Management in 1990, Alex was a Senior Financial Counselor in the Wealth Management Division at Asset Management Group. He has over 35 years of experience as an investment advisor. Alex is a graduate of the University of Denver and holds an M.B.A. from the University of Denver Graduate School of Business. He is a member of the National Association of Personal Financial Advisors (NAPFA).


Henry B. Lester, CFA

Henry B. Lester, CFA

Partner, Co-Founder, Retired

Prior to co-founding Paragon Capital Management, Henry was Vice President of Asset Allocation and Marketable Securities at Asset Management Group. Henry has over 35 years of experience as an investment advisor. Henry is a graduate of Yale College and holds a M.B.A. from the University of Colorado Graduate School of Business. He is a Chartered Financial Analyst and is a member of the CFA Society of Colorado.


Larry E. Orgill, CFA

Larry E. Orgill, CFA

Partner, Private Wealth Advisor

In advance of joining Paragon Capital Management in 1998, Larry was an Account Executive with Standard and Poor’s. While at Standard and Poor’s, Larry spent 15 years marketing and assisting institutional money management firms develop quantitative equity models. Larry is a graduate of the University of Wyoming. He is a Chartered Financial Analyst and is a member of the CFA Society of Colorado.


Brian Goodstadt, CFA

Brian Goodstadt, CFA

Managing Partner, Private Wealth Advisor

Prior to joining Paragon in 2005, Brian was a Portfolio Manager at Riverside Capital Management, a VP at Advent Capital Management, and an Investment Officer at Standard & Poor's. Brian holds an MBA from Columbia University and a BS from Boston University. He is a CFA charter holder, past President of the CFA Society Colorado, and a current member of the CFA Institute's Disciplinary Review Committee.


Shaun Williams, CFA, CFP®

Shaun Williams, CFA, CFP®

Partner, Private Wealth Advisor

Prior to joining Paragon, Shaun spent five years as a derivatives trader for Bear Wagner in Chicago and was a Senior Associate Director for seven years at Janus Henderson Investors helping financial advisors design portfolios and strategies to maximize the well-being of their clients. Shaun has a passion for getting outside to explore and has spent five years traveling to all seven continents, 54 countries, and sailing across two oceans. In his free time, you can find him on the Colorado trails mountain biking, hiking, and skiing with his wife and son. Shaun holds the Chartered Financial Analyst charter and is a Certified Financial Planner®. He is a graduate from the University of Texas with a Finance Degree.


Jay Ratterman, CFA

Jay Ratterman, CFA

Partner, Private Wealth Advisor

Jay joined Paragon in June 2021. Before that he spent nine years at ANB Financial Services as a Portfolio Manager. His work there included managing the investments for individual clients and non-profits, as well as helping set the overall investment strategy for all clients at the firm. Jay began his investment career in Portland, Oregon working for CTC Consulting, an investment consulting firm focused on helping single and multi-family offices. Jay is a Colorado native and currently lives in the city with his wife and two children. Jay received his BS from the University of Oregon. He is a CFA charter holder and a member of the CFA Society of Colorado.


Stephanie Troutman, Client Services Associate/Office Manager

Stephanie Troutman

Client Services Associate/Office Manager

Stephanie joined Paragon in May 2022. Stephanie is responsible for general client requests, day-to-day company operations, and correspondence. She works directly with each advisor and assists with client relations. Stephanie grew up in Colorado, and graduated from Metropolitan State University of Denver with Bachelor degrees in Finance and Management.


Kathleen Herburger, Portfolio Accounting Manager

Kathleen Herburger

Portfolio Accounting Manager

Kathleen joined Paragon in 1994. She oversees Paragon’s financial accounting records by maintaining the firm’s books, accounts receivable, and reconciliations. She is also responsible for invoicing and acts as the firm’s liaison to our portfolio accounting system. Before joining Paragon, she worked for Alexander Capital Management managing their portfolio accounting system, and for Central Bank of Denver as an assistant in Trusts and Estates.