Vice President of Operations
Angela has worked in the financial services industry for almost 20 years. She manages the daily operations of the office working closely with all departments. She oversees firm compliance, human resources, is highly client focused with new business, and manages ongoing servicing of our clients.
Prior to Paradigm, she worked in client services for a Mergers & Acquisitions firm. She holds a Bachelors in Modern Languages from the University of Aston in Birmingham, United Kingdom, and heads philanthropy on the board of the local National Charity League chapter.
Vice President / Senior Consultant
Assistant to Joel H. Solomon
Assisting in the logistics and facilitation of the daily activities of the company President, Dan has a background in hospitality and communication. Prior to his role at Paradigm, Dan played volleyball professionally, and has travelled overseas extensively.
Dan graduated from California State University, Long Beach as a Scholar Athlete with a Bachelors in Communication Studies.
Director of Case Design/ Business Development
Josh works with our PRS licensees to discern, develop, and design case-specific scenarios for wealth & succession planning. Through the business development team, he oversees the progress of each case, providing forward momentum for all current and new business.
With a Bachelors in Business Management from California State University, Fullerton and 6 years of past experience as a golf professional, Josh brings unique insight to the design, management, and execution of tailored strategies for our business.
Michael Bernstein has worked in the insurance and financial services industries for over fifteen years, serving high net worth individuals and businesses from across the country. Prior to joining Paradigm, Michael was involved in several entrepreneurial pursuits and responsible for raising over $600 million dollars in equity for a variety of investments including hedge funds, private equity and real estate transactions.
Michael attended the prestigious Phillips Exeter academy before earning a degree at Tulane University. He is involved with Jewish philanthropy and various charities.
Director of Analytics
Collaborating with internal and external partners, Regina develops, enhances, and maintains insurance based quantitative models and designs for our executive team to educate our knowledgeable and sophisticated insurance consumers and their professional advisors.
With over 10 years of experience in effective business and financial modeling to promote actionable intelligence, she is currently pursuing a second Bachelors degree with a concentration in Decision Sciences.
Tyler’s duties at Paradigm are medical and financial underwriting, monthly reporting, Captive and customer service. Having previously worked in the commercial banking industry, it has helped him anticipate bank needs in the financial underwriting process.
He received his Bachelors from California State University, Fullerton in Business Administration with a concentration in Finance.
Underwriting Case Manager
Laurie works closely with insurance carriers and our partner banks to expedite cases through life and financial underwriting. Her sharp eye for details was developed in previous positions as a research analyst and financial editor. She has a BA in Economics from Amherst College.
Candy’s role is to manage all facets of accounting for Paradigm. As financial controller her responsibilities include financial reporting, accounts payable and receivable and payroll.
She has a background with multi-client bookkeeping and attended David Lipscomb University, Nashville.
Jasmine assists in the operations of the company playing a key role within all departments, including medical underwriting, President and staff support, and project coordination.
She has a background in office operations along with a Bachelors in Business from California State University, Fullerton.
Marketing Technology Manager
Felicia spends her days working cross-functionally with engineers, IT, large enterprises, and our software licensees to help develop and grow TheRoadmap™ and Retirement Tax Analyzer™ software.
She comes to TheRoadmap™/ Paradigm team with a background in Project Management and Website/Product Development and a Bachelors in Business Management from San Francisco State University.
Aaron designs comprehensive financial plans with individual and corporate clients. His areas of focus are insurance, estate planning, tax efficient retirement planning and executive retention strategies.
Graduating Cum Laude from the University of Florida, he holds leadership positions with the Crohn’s and Colitis Foundation as well as the Children’s Miracle Network.