Paragon’s commitment to our relationship-centric model is displayed in many ways. One of which is our principals’ willingness to engage directly with those interested in discussing investments, philosophy or community. Email address for each partner can be found below and we invite you to contact our leaders and see for yourself how Paragon Capital focuses our expertise on you.
Craig Novorr was handpicked to join Paragon Capital after a highly successful 10-year period at UMB where he served as Vice President & Portfolio Manager. Mr. Novorr’s success co-managing the UMB Scout Technology Fund and Scout Growth Fund demonstrated his unique abilities in identifying investment opportunities and – more importantly – building strong relationships.
Joining the firm in 2006, Mr. Novorr immediately demonstrated the value his clients place in him, as several with whom he enjoyed longstanding relationships with followed him to Paragon. Since then,he has been named Kansas City Magazine’s Best Personal Wealth Manager for six consecutive years and a 2010 Kansas City Business Magazine Rising Star.
Craig Novorr is a 1996 graduate of the University of Kansas, from which he earned a Bachelors of Science in Business Administration. He is active in the business, religious and local community and is a member of the executive leadership team for the Walk for Wishes event, as well as a Cub Scout Den Leader and youth basketball coach. He currently sits on several boards or committees for the Overland Park Rotary Club, Kansas University Hillel House, Temple B’Nai Jehuda and the Make-A-Wish Foundation.
Howard Jacobson founded Paragon Capital Management in 1998 with the promise to instill a high level of personal service and dedication to the clients who put their trust in his vision. Mr. Jacobson has earned a well-deserved reputation for investment excellence over a 40-year career that began following his graduation from the University of Missouri with a Bachelors of Science in Banking & Finance.
Mr. Jacobson’s deep understanding of finance started at industry icon E.F. Hutton & Company where he spent almost 20 years immersed in investment analysis, mastering several key roles. He eventually joined UMB’s Trust Investment Division and led the growing practice in positions such as Executive Vice President & Portfolio Manager and Director of Equity Research & Trading. Mr. Jacobson has been named Kansas City Magazine’s Best Personal Wealth Manager five times.
A deep commitment to philanthropy has driven Mr. Jacobson to engage in several Kansas City business and Jewish ventures. He has served as President of the Jewish Federation of Kansas City, Past President of the Jewish Community Center as well as Kansas City’s Jewish Community Campus. His history of community involvement includes religious, cultural, healthcare and youth organizations such as the Jewish Community Foundation, the Jewish Heritage Foundation, Starlight Theater, the UMKC Conservatory of Music, Friends of the Kansas City Zoo, the Heart Association of Kansas City, the Cancer Society of Kansas City, the Boy Scout Council and several others.
Guerry spent over 20 years working for Charles Schwab. After 6 years as a Vice President and Financial Consultant, he finished most recently as a Sr. Manager in the Investor Development Division. Guerry Spent his career working with clients to identify what their investment goals were and helping them find the correct investment solutions. Guerry served in the United States Navy and graduated from the University of Central Florida with a degree in Finance. He holds series 7, 63, 66, 9 and 10 securities licenses. Guerry has been Texas Group 1 Insurance Licensed for over 16 years and holds a certificate in Financial Planning from the University of Texas. He is also a member of the Financial Planning Association (FPA). Guerry works in the office in Austin, Texas and works with many of our Texas clients.
Nily spent 25 years working for Charles Schwab. For the past 15 years, as a Vice President and Financial Consultant in Houston, Texas working with wealthy individuals to help them identify investment needs and make recommendations. In the prior 10 years, she worked in the Fixed Income Department as a Vice President – Regional Bond Specialist in San Francisco and Phoenix, making fixed income recommendations to high-net-worth individuals and conducting fixed income workshops nationally. Nily graduated from Golden Gate University in San Francisco with a Bachelor of Science and a major in Finance. Nily is from Israel and a lifetime member of Hadassah. Nily offices in Houston, TX and works with many of our Houston clients.
Director of Investments
Rich Heidemann is the Director of Investments at Paragon Capital Management. Prior to joining Paragon in 2017, Rich gained valuable experience working for Waddell & Reed Investment Management Company (Ivy Investments) as a global research analyst for nearly a decade and held a variety of analytical positions spanning both the fixed income and equity markets at National City Bank’s Private Client Group. He earned a Bachelor of Science from the University of Dayton with a double major in Finance and Accounting and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. Rich has over 20 years of experience in security analysis and asset allocation and is a CFA ® Charterholder.
Gene Pal joined Paragon Capital Management in 2019 as a Financial Planner to focus on providing Paragon clients trusted guidance and assistance with addressing their unique financial concerns, needs and goals. Mr. Pal regularly consults on financial planning, retirement planning, and preservation strategies, estate and/or gift planning, charitable gift planning, family foundations, tax planning and trust administration. His expertise in these areas have been honed over his 30+ years of service in the finance, legal and personal trust world that has included engagements as a senior trust officer with three Kansas City-based bank trust divisions during which he was honored to be one of just a handful of Trust Officers recognized as a “Best in Client Service” Wealth Manager over a number of years.
Mr. Pal graduated from the University of Notre Dame with a Bachelors of Business Administration majoring in Finance in 1978; from Rockhurst University in 1981 with a Masters of Business Administration, again majoring in Finance; and 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 15+ 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, travel and all things Notre Dame. With respect to the arts, Mr. Pal has served as a Past President, board member and a 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 our 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).
Alexis Petersen has been with Paragon since 2018. Alexis joined Paragon after receiving her Bachelor’s degree from the University of Missouri – Kansas City. Alexis worked with Bank of America as a Client Service Representative and Account Maintenance Manger before joining the Paragon team. Alexis is also currently pursuing her Master’s degree at MidAmerica Nazarene University in Clinical Mental Health.
Alexis strives for excellence in her professional life and enjoys researching new technology that can be used to benefit Paragon’s current and future clients. Alexis also currently enjoys spending her free time reading, hiking, camping, researching new home projects, and spending time with her three dogs.
Shannon joined Paragon with a proven track record of providing excellent client service. She will be using her experience to help support our clients in their day to day needs. Shannon graduated from Missouri State University (formerly SMSU) with a bachelor’s degree in accounting. She has 20+ years’ experience in the financial services industry. To enhance her professional knowledge, she obtained her Series 65 in 2012 and previously held Series 7, 63, and 66. Shannon’s goal in business, as well as in life, is to have a good balance between her home and her career. “In both areas I strive to excel, while helping others achieve their fullest potential.” Shannon enjoys traveling, reading, taking photographs, and making memories with her husband and their two daughters.