Houston, TX
Lauren Lindsay
Welcome to Paragon Private Wealth Management! Financial Planning has been my career for 28 years and it is not just my job, it is my passion. I help my clients navigating life transitions make sense of their financial lives with clear, personal planning. Before becoming a financial planner, I was an English teacher. That background still shapes how I work today. I take the time to explain financial decisions in plain language, answer questions without judgment, and build plans that reflect each client’s goals, values, and real life.
Lauren
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Savvy Investment Team
Allen Buckley
Allen Buckley has over two decades of experience in finance serving the unique needs of high net-worth and ultra high net-worth families. As a Certified Financial Planner™, he specializes in helping clients achieve their financial goals, tailored to their individual circumstances and aspirations.
As a former Vice President in personal financial management at one of the world’s leading investment banks, Allen gained invaluable insights into managing wealth for discerning clients. During his tenure at Goldman Sachs, Allen worked with individual clients and families, helped them navigate complex financial landscapes and tailored financial solutions to their specific needs.
Beyond his professional pursuits, Allen finds joy in his family life alongside his wife, Crystal, and their children, Ella, Ava, and Luke. Together, they call Thompson’s Station, TN home and enjoy boating and various outdoor activities. His dedication to family, clients and his community define his career as a trusted advisor.
Sara Lopez
Sara Lopez brings over 15 years of invaluable experience in the financial industry to her role as Relationship Manager at Paragon’s Modesto office, with her most recent four years spent at Goldman Sachs. With a background that began as a Teller and Personal Banker and evolved into a Sales and Service Manager at Goldman Sachs, Sara deeply understands client needs and financial processes.
In her current position, Sara plays a pivotal role in establishing and nurturing new client relationships. She guides clients seamlessly through the onboarding process, ensuring all necessary paperwork is completed while serving as a trusted resource for any inquiries.
Outside of her professional endeavors, Sara has proudly called Modesto home for the past decade, sharing her life with her partner of five years, Jon, and his two wonderful children. She’s an avid traveler, enjoys visits to Disneyland, and possesses a passion for culinary pursuits. During her leisure time, you’ll often find her engrossed in a good book, indulging in movies and TV shows, or hosting gatherings with friends and family.
My role is to help clients understand their options, make thoughtful decisions, and build a plan that helps them achieve their financial goals
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
FACE YOUR UNIQUE CHALLENGES
Investing for Women
Empower women by breaking down barriers they encounter in financial management. Equip them with strategies to navigate financial challenges during life's curveballs, such as divorce or the loss of a family member.
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Get to know
Lauren
Lauren Gadkowski Lindsay began her career as a fee-only financial planner in 1998 and has been a Certified Financial Planner ® since 2001. She joined Paragon in 2025 and develops personalized strategies that reflect her clients’ goals and values across the country and internationally. Based in Houston, Texas, Lauren has worked virtually with clients since 2008, blending accessibility with highly personalized service. A former English teacher, she’s skilled at making complex financial topics clear and actionable.
Lauren is passionate about helping clients reach their goals through flexible, customized plans that adapt as life evolves. At Paragon, she focuses on building tailored solutions and guiding clients toward lasting success.
Lauren lives in Houston’s Woodland Heights with her husband, daughter, and St. Bernard. She’s active in her community as a school volunteer, Girl Scout leader, and contributor to the Houston Heights Women’s Club. Her life reflects a deep commitment to family, clients, and service.
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How did you become a financial advisor?
I left teaching when I was 28 and took a role at Putnam Investments in Boston, answering calls from clients in 401(k) plans. I quickly realized finance was a language I could not only learn but translate for others, and that my teaching background could help me explain challenging concepts in a way people could understand. Putnam supported me in earning my CFP®, and that set the course for the rest of my career.
What types of clients do you work with?
I work with individuals, couples, small business owners, and people who value a fee-based planning relationship. I also enjoy working with women, including those who are widowed, divorced, or never married.
What areas of expertise do you have?
My work centers on comprehensive fee-only financial planning. I also bring a background in 401(k) plans, employee benefits, and Employee Assistance Programs, and I regularly lead seminars for women's groups and schools to help them build financial confidence.
What kinds of strategies do you help clients with?
I help clients with goals-based comprehensive planning. That often includes retirement planning, cash flow, benefits decisions, income planning, and organizing the moving pieces of their financial lives.
What is your favorite part of working with clients?
I love helping people figure out what success looks like for them. Every person is different, and the planning should meet them where they are.
What is it like partnering with Savvy?
I appreciate Savvy’s support and technology, along with the ability to offer a fee-only planning experience that keeps the focus on clients and their goals.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Paragon Private Wealth Management may describe its services as “fee-only” based on the fact that it receives compensation solely from asset-based advisory fees for its advisory services. However, investment advisory services are provided through Savvy Advisors, which receives additional forms of compensation from sources other than asset-based advisory fees. As a result, Savvy is considered “fee-based” under CFP Board® guidelines.
Clients should understand that advisory services are provided by Savvy, and Savvy’s overall compensation structure includes revenue streams beyond asset-based fees. Additional information regarding fees, compensation, and potential conflicts of interest is available in Savvy’s Form ADV.