Phone 631-863-2700  |  email us
Home      Our People     Our Services     Library     Contact Us     Client Access
 
 
 
 
 
 
 
 
 
 
 
 
 
“Music has always been an inspiration to me. When my older brother died in a terrible car crash, music became a natural release for me from my pain and loss. As I performed music on the piano, much of the emotional pain and loneliness would disappear. I felt a kinship in my heart with the composer who created the music. I recognized that my clients who were in the early stages of experiencing life-changing events experienced the same thing, and that realization forms the basis for how we provide financial stewardship at Paragon. Music educes the experience of money.”

Walter Wisniewski
Founder and President

 

Our People

The greatest attribute of any organization is its people, and Paragon Capital Management prides itself on the quality and stability of its organization. Our focus on teamwork leads to consistency in the delivery of services and of the client experience.

Walter Wisniewski, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
•  Walter Wisniewski is the founder, CEO, and President of Paragon Capital Management which he started in 1991. He spent the earlier part of his career as a concert pianist. Through music, he assists economically independent women and men transition into a safe and secure financial future. In his upcoming book, The Musical Flow of Money, Mr. Wisniewski talks about the interconnectedness between emotions, money, and music as it relates to helping economically independent groups of women and men through life changing transitions.
•  Mr. Wisniewski holds a Bachelors Degree from the Manhattan School of Music and a Masters Degree from Columbia University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and is an active member of the Financial Planning Association and Rotary International. He is also a Collaborative Divorce Financial Specialist and continues to take advanced training courses in both Mediation and Collaborative Divorce. He is a member of the New York Association of Collaborative Professionals (NYACP), Association for Conflict Resolution, International Association of Collaborative Professionals and New York State Council on Divorce Mediation.
•   Mr. Wisniewski and his wife Susan have been married for more than thirty years and have three children. He enjoys reading, traveling, music, boating and fishing.

Contact Walter at walter@pcmwm.com

Thomas Snively, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
•  Tom Snively is Senior Financial Planner, specializing in Wealthcare, the consultative process used to create tailored advice and investment plans for clients. He has been with Paragon since 2001.
•  Before joining Paragon, Tom was a computer consultant specializing in Lotus Notes development.
• Tom holds a Bachelor Degree in Mathematics from Penn State University, with minors in computer science and music. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and is an active member of the Financial Planning Association.
• Tom grew up in the Philadelphia suburbs and currently lives on Long Island with his wife Jenn and son. When not working, he enjoys singing, playing saxophone and playing poker.
Contact Tom at tom@pcmwm.com

Lee Slater, MBA, CFP®, CDFA
CERTIFIED FINANCIAL PLANNER™ practitioner
•  Lee Slater, MBA, CFP®, CDFA is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst. Lee has been active in the divorce area for more than ten years and worked on numerous divorce cases with matrimonial attorneys, divorce mediators, collaborative divorce teams and divorcing individuals. He was a founder of the Association of Divorce Financial Planners and past-President. Mr. Slater has written articles on divorce financial issues for the Divorce Magazine, Family Law Journal, Fair Share and Divorce New York, and has spoken at many divorce workshops throughout the metropolitan New York area.
• Lee is one of over 500 financial planners who are licensed as divorce specialists by the Institute for Certified Divorce Financial Analysts. He is a member of the New York Association of Collaborative Professionals.
• He received an MBA from New York University, Stern School of Business and a BS in Engineering from Carnegie Mellon University.
• Lee has personally experienced divorce and understands both the emotional and financial trauma. He is remarried and the father of two children. Raising his own children in New York City has given Lee experience with effective strategies that families can use to manage expenses after divorce.
Contact Lee at LeeSlater@sprintmail.com

Susan Wisniewski
Vice President of Operations
•  Susan Wisniewski joined Paragon in 1994 after teaching High School Mathematics for more than 15 years. She is Vice President and Chief Financial Officer of Paragon Capital Management.
•  Susan holds a Bachelor Degree from SUNY at Oneonta and a Masters Degree from SUNY at Stony Brook. She holds insurance licenses for life, health, property and casualty, and is a Notary Public.
•  Growing up Susan played sports coming from a family of five brothers. She lives with her husband and has three children who have also played sports throughout college. Susan now enjoys going to athletic events, reading and traveling.
Contact Susan at susan@pcmwm.com

 

©2010 Paragon Capital Management Corp. All rights reserved. Important Notice | Disclosure | Site Map