Gene is a Wealth Manager and Financial Planner with 30+ years of service in the finance, legal and personal trust world. As a Financial Planner, he focuses on providing Paragon clients trusted guidance and assistance with addressing their unique financial concerns, needs and goals. Gene regularly consults on financial planning, retirement planning, wealth preservation strategies, estate and/or gift planning, charitable gift planning, family foundations, tax planning and trust administration.Gene Pal joined Paragon Capital Management in 2019 and lives in Kansas City. His expertise in all areas of planning have been honed over 30+ years that has included engagements as a senior trust officer with three Kansas City-based bank trust divisions.Mr. Pal graduated from the University of Notre Dame with a Bachelor of Business Administration, majoring in Finance in 1978; from Rockhurst University in 1981 with a Master of Business Administration, again majoring in Finance; and, in 1986, from the University of Missouri – Kansas City School of Law with a Juris Doctor. Professional accomplishments include his service to the Kansas City Estate Planning Symposium (2009 Chair and former Planning Committee member for 20+ years) and the International Association for Financial Planning – Greater Kansas City Chapter (Past President and former Board member).
Personal interests and passions for Mr. Pal include the arts, local philanthropy, sports, and travel. With respect to the arts, Mr. Pal has served as a Past President, board member and an Annual Auction Co-Chair for the Kansas City Artists Coalition, is a member of the Nelson-Atkins Museum Friends of Art, and regularly attends Theatre League and other local theatre/music productions, local art fairs along with other local gallery and museum events. Sporting interests include Kansas City’s local professional sports franchises plus cycling and swimming (Mr. Pal is an Assistant Coach with the Kansas City Swim Academy, a local USA Swim team, who works primarily with high school elite and/or college swimmers) and all things Notre Dame – especially Fighting Irish basketball, football, hockey and soccer as well as local Notre Dame Alumni Club of Kansas City events (Mr. Pal has also served Club President, twice).
Back to Our Advisors