Carissa Faith Steffler

Employer firm

Paragon Financial Advisors CRD 143721

$1.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → 08/2026
  Paragon Financial Advisors
  College Station, TX
• 08/2026 → Present
  Paragon Financial Advisors
  College Station, TX
• 09/2025 → 03/2026
  Warwick Partners
  College Station, TX
• 06/2025 → 08/2025
  Ernst & Young
  Houston, TX
• 06/2024 → 08/2024
  Bterrel Group
  Plano, TX
• 05/2023 → 08/2023
  Community Bbq & Grill
  Rockwall, TX
• 08/2022 → 05/2026
  Texas A&M University
  College Station, TX
• 08/2018 → 06/2022
  Rockwall High School
  Rockwall, TX
• 08/2016 → 06/2018
  Williams Middle School
  Rockwall, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-31

Other Names

• Carissa Faith Heimer