Lauren Lindsay, CFPÂŽ

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's TEAM:

Savvy Investment Team

Allen Buckley

Avi Claire Chabot

Sara Lopez

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Houston, TN

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How Lauren works with clients
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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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Our Team

At Paragon, we believe financial planning works best when everything is connected. That means your investments, your taxes, and your long-term goals are all working in sync.

Our team focuses on bringing structure and clarity to complex financial lives, helping you make informed decisions with a steady, thoughtful approach. We intentionally keep our client relationships personal, so we can understand the details that matter and build plans that reflect them.

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How can I help?

Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
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.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
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.
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Investing for Women

FACE YOUR UNIQUE CHALLENGES
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 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 CFPÂŽ, and that set the course for the rest of my career.

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 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 types of strategies do you usually 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.

Is there a unique approach that sets you apart? 

As a former teacher, I naturally approach financial planning through education and communication. I enjoy helping clients understand the “why” behind decisions instead of simply telling them what to do. I also bring a compassionate and empathetic approach to relationships, because financial planning is personal and every client’s situation is different.

What is your favorite part about 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.

Working 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.

CONNECT WITH Lindsay
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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.

Book time with one of our Savvy Advisors today

Allen Buckley

Certified Financial Planner™

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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.

Emily Murtaugh

Director of Client Experience

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Emily is the Director of Client Experience for the firm. It is her goal to aid CWG in providing a top-notch customer experience for all clients, not only when they are in the office, but once they have made the decision (which is the right decision) to become forever clients. It is her job to make sure that all aspects of Colorado Wealth Group run smoothly. Emily graduated from the University of Colorado at Boulder with an English and Psychology degree. After years as a high school English teacher, Emily made the switch to work with CWG and explore the new opportunities this company can provide her. She is very excited to have already grown in her role at Colorado Wealth Group and increased her knowledge of the financial world. In her free time, Emily enjoys spending time with her husband, two children, and two dogs. They enjoy all things outdoors, especially visiting the mountains or taking a bike ride to a local brewery. More often than not, her free time consists of already being her daughter's chauffeur and biggest fan at dance and gymnastics events.

Avi Claire Chabot

Client Services Manager

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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.

Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.

Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.

Sara Lopez

Relationship Manager

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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.

Carter Hench, CFPÂŽ

Director of Financial Planning

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Carter is Colorado Wealth Group's Director of Financial Planning. In 2020, Carter earned his B.S.B.A in Finance and B.A in Economics from the University of Kentucky. Carter holds Life, Health, and Casualty Insurance licensing. In his short time with CWG, Carter has become an Enrolled Agent (EA) and a Notary Public. Most importantly, Carter has worked, studied, and focused very hard to earn the title of CFPÂŽ. As the Director of Financial Planning for Colorado Wealth Group, he assists in the building of comprehensive Financial Plans by helping clients model their unique situation including retirement, company stock option divestiture, cash flows, education planning, and more. Carter and his wife, Lacee, got married in the summer of 2021. They enjoy traveling, spending time outdoors, going to the gym, and spending time with family and friends. Their family has recently grown to include a son, Reed. Carter looks forward to helping current and future clients with their financial futures.

Ian Snedden, CPA

Head of Tax & Accounting

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Ian is a Certified Public Accountant (CPA) and the Head of Tax and Accounting at Colorado Wealth Group. He brings over six years of experience in both tax planning and consulting, with a strong background in tax preparation, regulatory compliance, and financial process improvement. His career has included working with a wide range of clients—from individuals and families to banks and financial advisory firms—helping them streamline operations and make smart, forward-looking financial decisions. At Colorado Wealth Group, Ian is passionate about delivering proactive, year-round tax strategies that align with each client’s broader financial goals. He enjoys researching complex tax topics and turning them into clear, actionable solutions that provide long-term value. He earned his degree from the University of Colorado’s Leeds School of Business in 2019 (Sko Buffs!), graduating with a double major in Accounting and Finance. Outside of work, Ian prioritizes quality time with his wife and their daughter, whether it’s enjoying weekend getaways in the mountains, spending time outdoors together, or just slowing down for a family dinner at home. He also enjoys the quiet of the outdoors—particularly hunting in the fall, fishing in the summer, and golfing whenever the opportunity arises.