The Paradigm Group

The Paradigm Group Helping you grow more than wealth

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™s important to m...
09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

08/31/2026

What a season, Shane Lowry.

There's something about watching Shane compete that reminds you why the game matters.

At RBC Heritage and the RBC Canadian Open this year, he showed exactly what grit and determination look like under pressure. As someone who values both the sport and what it represents, I couldn't be prouder to cheer him on as part of the RBC Wealth Management family.

#๐“๐ž๐š๐ฆ๐‘๐๐‚

Two years in and we're just getting started! Here's to the milestones we've achieved, the relationships we've built, and...
08/26/2026

Two years in and we're just getting started! Here's to the milestones we've achieved, the relationships we've built, and everything ahead. Thank you to our amazing partners at RBC for the opportunity to grow together. Cheers to many more years!

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

08/18/2026

As summer winds down, we're reflecting on the energy and excitement of our June Summer Block Partyโ€”the perfect kickoff to the season. We're grateful for the opportunity to connect with our clients and look forward to hosting more events that bring us together.

08/12/2026

Longevity isn't just a golf term, it's a financial one, too. RBC ambassador Shane Lowry opens up about what it takes to stay elite for the long run: the self-care, the mentors who shaped him and the importance of enjoying every step of the journey.

It's a mindset we bring to long-term wealth planning every single day.

Madelyn Sursi, our AFA, recently attended RBC's 2026 IGNITE Conference in Minneapolis. While there, she connected with c...
08/06/2026

Madelyn Sursi, our AFA, recently attended RBC's 2026 IGNITE Conference in Minneapolis. While there, she connected with colleagues, exchanged valuable insights, and brought back fresh perspectives to her role. Great work, Madelyn!

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionalsโ€”estate planning attorneys, CPAs and trust officersโ€”along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

We are thrilled to welcome Tracy Patrick to our team!With more than 20 years of experience in the banking and securities...
07/30/2026

We are thrilled to welcome Tracy Patrick to our team!

With more than 20 years of experience in the banking and securities industry, Tracy Patrick is a Senior Financial Associate at RBC. She is passionate about building lasting relationships, delivering exceptional client service, and helping clients and advisors navigate every stage of the financial journey with confidence and care.

Tracy earned her Bachelor of Science in Business Administration with a concentration in Finance from Florida State University. She has passed the Series 7, 9 and 66 exams. Tracy is known for her collaborative approach, attention to detail, and commitment to creating outstanding client experience.

Giving back to the community is an important part of Tracyโ€™s life. She is an active member of St. Henry Church in Elsmere, Kentucky, where she volunteers her time and financial expertise in support of the parish and school. She has also served with the Northern Kentucky Chamber of Commerce, United Way, and other local organizations throughout the Greater Cincinnati area.

Originally from Cincinnatiโ€™s West Side, Tracy now lives in Burlington, Kentucky, with her husband, Anthony, and their two sons, Jackson and Jasper. Outside of work, youโ€™ll often find her cheering from the sidelines or traveling to baseball, golf, and hockey events with her family.

Address

2135 Dana Avenue, Suite 440
Cincinnati, OH
45207

Telephone

(513)8260580

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