Meet the Team

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Meet Our Consultants

Joel H. Solomon, ChFC

Managing Principal

Brett Longenecker

Vice President / Senior Consultant

Michael Bernstein


Aaron Scharf, CFP®


Josh Almieri

Director of Business Development/Consultant

Joel H. Solomon, ChFC has over 40 years of experience in the financial services industry. He is the Managing Principal of The Paradigm Group of Companies and Chief Compliance Officer of Paradigm Strategic Consulting, LLC, A Registered Investment Advisor. Mr. Solomon also created the intellectual property known nationwide as The PRSPlan™ and TheRoadmap licensed by some of the largest financial institutions in the country and hundreds of financial professionals. Read More

Brett is involved in every aspect of our clients’ experiences. He develops relationships with new strategic partners and clients, and manages all vendor relationships. With a background in financial services and technology, he has a unique combination of skills, allowing him to create innovative financial models for our clients.

Brett has a Bachelors in Information Technology from Florida State University. He and his wife Alli have two young children and are actively involved in the Orange County philanthropic community.

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.

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.

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.

Meet the Paradigm Group of Companies Team

Angela Gerber

Vice President of Operations

Dan Alexander

Assistant to Joel H. Solomon, ChFC

Jasmine Marchese

Operations Assistant

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.

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.

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.

Laurie Logsdon

Underwriting Case Manager

Nick Llerena


Regina Jones

Director of Analytics

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.

Nick’s duties include policy service for our existing client portfolio, ongoing reporting and data analysis at Paradigm.  He has previous experience working for an insurance agency handling claims processing.

He received his Bachelors’ from University of Southern California with a Major in Economics and a Minor in Business Finance.

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.