Call us today 877-635-6049

About Us

Since 2002, Paragon Planners continues to stand above the rest in the financial wholesaling and financial advisor industry. The management team brings over 18 years experience directly to you! We provide business and territory management solutions to exclusively fit your individual goals.

Paragon Planners consists of experienced professionals with a "hands on" approach to support you. Not only will you find our team members knowledgeable, but you will also discover that we truly care about making your dreams a reality. We will do everything in our power to keep you focused on where you want to go, based on how you want to get there. We realize the importance of maintaining a disciplined approach to achieving your goals.

Paragon Planners understands your needs and time constraints as a wholesaler or advisor within the financial industry – as close as it comes without carrying the bag! We are prepared to earn the position of a trusted member of your team.

Paragon Planners accommodates a rising clientele and builds relationships with many of the top leaders in the financial industry. We work across all channels (independents, banks and wire houses), all time zones, and with all products (variable annuities, mutual funds, REITs, insurance and alternative investments). We are eager to join your team as well.

Our success comes though offering our personal attention directly to you. Elevate your business – call us today!


Trina Gardner

Chief Executive
877.635.6049 toll free
503.635.6049 direct
501.642.8226 fax

Trina Gardner is the President and Chief Executive Officer for Paragon Planners. She is actively engaged as a partner in the structuring and management of the company and has served in this role since founding Paragon Planners in 2002.

Over the last eight years she has proved herself as a seasoned veteran in the financial support arena and has lead Paragon Planners to consistently deliver the performance promised to Clients. She is well respected in this industry and brings integrity and strategic solutions to a new level with every client.

Trina Gardner received a Bachelor of Science degree in Business (Marketing) from Oregon State University. Trina, her husband Dan and their three children live in West Linn, Oregon. Trina enjoys traveling with her family. She also loves weekend motorcycle adventures with her husband in the stunning foothills, mountains and wine country of Oregon.


Cheryl Learfield

Managing Director
503.263.6209 direct
503.263.6210 fax

Cheryl Learfield is the Vice President and Managing Director for Paragon Planners. She spearheads strategic initiatives and new client development for the company.

As a co-founder, Cheryl's intimate experience in the Financial Support Industry over the last ten years provides her a unique skill set. She has created and continues to refine and update an incredibly effective system of scheduling. Her insight is a tremendous resource and brings added value to every client.

Cheryl, her husband Terry and their three sons live in the Willamette Valley in Canby, Oregon. She enjoys traveling and working with her horses. She has a passion for meeting new people and experiencing new opportunities.


Becky Rountree

Executive Assistant
877.253.8070 toll free
503.336.4962 direct
503.343.4893 fax

Becky Rountree joined Paragon Planners as an Executive Assistant in September of 2009. She brings five years experience from the financial wholesaler support industry. Her attention to detail and personal client touch enables Paragon Planners to meet the growing needs of their clientele.

Becky and her husband Ryan have two kids and live in the Molalla, Oregon, where they enjoy taking their Jeep on 4 wheeling trips, heading to the beach with their family, and spending time outdoors.