2023

As the year draws to a close, I want to take a moment to express my heartfelt gratitude for your trust, your friendship and our partnership.
As we celebrate the holiday season, my team and I extend our warmest wishes to you and your loved ones. May your homes be filled with laughter, your hearts with joy, and your spirits with hope.
As we step into 2024, we’re excited about the opportunities ahead. Our commitment to your financial success remains unwavering, and we’re here to support you every step of the way.
Thank you for being more than just clients. We appreciate your trust, and we’re honored to serve you.
Christel, Diane, Irene, Jackie and I wish you a joyful Holiday Season and a prosperous and healthy
New Year!
It's Our Client Christmas Raffle
He's Making a List
Checking it twice
He's gonna find out
Who's naughty or nice...
If you were nice, he placed your name on his special birth date list for a special Christmas surprise.
Lets see below if he picked your birth date.
I Hope He Forgot About Those "Great Tasting" Vinci Leather Shoes.
I Won't Tell Him If You Don't Tell Him. Hurry!
Thank you to all that participated in our raffle adventure
You think he will see me in here?
Thanksgiving 2023 Client Turkey Raffle
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Gift cards must be claimed no later than November 15th. Any unclaimed gift cards will be donated to charity.
Congratulations to our Turkey Raffle Winners!
Claudia and Sero's first meeting.
Showtime in Lexington
39 degrees, wind gusts of 35mph, in Lexington and it's showtime! A tad nippy for a Florida gal and her horse!
Invite to the National Championship
So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.
USDF National Championship
Claudia arrives at the USDF National Championship -
Showtime on Sunday
2023 Cetera Investment Conference
Rob and Irene spent 3 days at the 2023 Cetera Investment Conference with 1400 other advisors and 100 client service representatives. Rob attended back-to-back investment sessions as well as practice management workshops learning the latest financial planning software. Irene attended special tract training for support staff. After the early mornings to dinner time trainings, everyone enjoyed entertainment from Wayne Brady and a great concert with Train.Our first priority is helping you take care of yourself and your family.
OCTOBER IS ADOPT-A-DOG MONTH
Pearlie
Perlie was found on the streets after a hurricane. Claudia replied to a Facebook post and there she was when I returned to Florida. Nelson and Miles were also adopted, not by us, but by Perlie. She has been there "mother" ever since they arrived as puppies, and Perlie can be seen running all over the farm with the two pugs in pursuit!
Miles
Nelson
Sir Charles (Charlie) & Princess Girly
Sir Charles & Princess Girly live a wonderful life in their FOREVER HOME with their mom Diane. Both are rescues approximatley 12 years old.
Hanging out with High School Besties!
Great time this weekend with old friends and new ones. Great seeing my two high school besties, Gene Gettler and Bob Connolly, all first reunion attendees and first time together since 1974, when I was "preoccupied" getting married. Gotta get our brides of 128 years to the next one!
It's Our August Client Raffle
Celebrating American Adventure Month
The Dog Days of Summer Are Back!
Will Your Birth Date Have You Prepared for
Your Summer Adventures?
Thank you for all who participated.
It's Our July Client Raffle
Are You this month's lucky client. If you you see your birth date below, Enjoy the "PICKED-NIC" gift!
Thank you to all that participated
Welcome to Our June Client Birth Date Raffle
Summer is on it's way...Let's BBQ!
Do You Have the Lucky Birth Date that will
Spices Up Your Next BBQ?
See below
Thank you for all that participated
Welcome to Our May Client Birth Date Raffle
It's a Cinco de Mayo Raffle
Did our Cinco de Mayo Chihuahua sniff out your birth date? See below
Congratulations to this month's winner.
Valentine's Day is coming!
Will your Birth Date be the lucky date that gets your favorite Valentine a beautiful boutique of flowers?
Flowers will be sent to your favorite Valentine
on your behalf.
See below if you are our lucky client with the
Special Birth Date.
Thank you for all who participated
WELCOME TO TEAM PARAGON'S BULLETIN BOARD
DECEMBER
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