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Our Wealth Advisors

At Paragon Capital Management, LLC, our commitment to excellence begins with our esteemed team of Wealth Advisors. With a focus on tax-efficient, custom-built portfolio strategies that navigate the complexities of the stock market while mitigating risk, our advisors are the cornerstone of your financial success.

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Paragon Wealth Advisors: In Their Own Words

Our Wealth Advisors at Paragon Capital Management, LLC, offer concise glimpses into their client-centric approaches. In these brief quotes, discover the distilled wisdom and expertise that shapes our personalized approach to wealth management.

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Gene Pal, MBA, JD

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“At Paragon, my focus is on providing ourclients trusted guidance and assistance with addressing their unique financial concerns, needs and goals.”

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Get in touch

Whether you feel as if you’ve outgrown your advisor or you just want a fresh perspective on portfolio strategies in our current market, our team of experts is here for you.

Howard Jacobson and Craig Novorr sitting at a desk in front of a monitor.