Paramount Financial Strategies

04/17/2026

Breaking news (from November)...
We're slightly behind on this, but that won't stop us from officially welcoming Nick Lenski, who joined our team back in November as our Operations Manager.

He's already been keeping things running smoothly behind the scenes, even representing us on the road, recently spotted in El Dorado, Texas with his wife Chelsea rocking Paramount Gear.

So yes, this intro is a few months late, but he's been a great addition from day one. Welcome to the team, Nick! (And welcome to Facebook, finally!)

11/10/2025

We're proud to share that our very own Patrick Bortz recently had the honor of speaking to top performing Ameriprise Advisors at the annual conference in San Diego. Patrick spoke about the future of investment management and how our team is evolving to meet the changing needs of our clients. His insights reflected the innovation, care, and forward-thinking that define Paramount Financial Strategies.

Congratulations, Patrick and thank you for leading the way!

11/05/2025

We are grateful for the wonderful turnout at our September client event!

If you missed it, we'd still love the opportunity to connect. Our team is here to support your financial goals, one conversation at a time.

Let's schedule a time to talk. Your future deserves it.

08/19/2025

As Summer comes to a close, we're reminded it's not just the work we do, but the people we do it with that makes all the difference. So thankful for this team. ☀️💙 (we were too busy having fun to take pictures 🤣)

07/25/2025