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.
Jamie worked at Mariner Wealth Advisors for five years, providing specific investment solutions for high-net-worth and ultra-high-net-worth individuals. He spent 13 years of his career with UMB Bank, where he assisted community banks with the management of their investment portfolios as a Vice President in the Investment Banking Division. Jamie Graduated from Pittsburg State University with a Bachelor of Business Administration and a major in Finance. He currently hold the series 63 and 65 registrations and previously held the series 7, 24 and 53 registrations.
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 will office in Austin, Texas and work with many of our Texas clients.
Josh Spent 20+ years on Wall Street and has extensive buy and sell-side experience. Josh was a market-maker and proprietary trader, specializing in international equities at Arnhold and S. Bleichroeder for 10 years. He then moved into Portfolio Management at several of the largest hedge funds, including SAC Capital and George Weiss Advisors. Most recently Josh was a Financial Advisor in high net worth market at The Northwestern Mutual. Josh has a BA in Political-Economy from Williams College and an MBA in Finance and MS in Accounting from New York University. He holds Series 7, 55, 63, 66 securities licenses. Additionally, Josh completed the requirements for his CPA (lapsed) and has been awarded the CLU from the American College of Financial Services and is awaiting his ChFC designation.
Rich Heidemann is a Senior Analyst at Paragon Capital Management. He earned a Bachelor of Science from the University of Dayton and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. Prior to joining Paragon, Rich gained valuable experience working for Waddell & Reed Investment Management Company as a global research analyst for nearly a decade and National City Bank’s Private Client Group in a variety of analytical positions spanning the fixed income and equity markets. Rich has nearly 20 years of experience in security analysis and asset allocation. Mr. Heidemann is a CFA ® Charterholder.
Chief Compliance Officer
Dorothy Boehr joined Paragon in 2005 after having worked at UMB bank for 26 years. At UMB Bank she was a Senior Vice President and managed the Trust Tax and Accounting Department, supervising 18 employees. Dorothy gained a vast knowledge of taxation of estates and trusts and was in charge of the valuation of the pooled funds, common funds, and money market funds used as investments for trust and custody accounts at the bank. She helped develop trust systems to automate several trust processes, was a member of the American Bankers Association Taxation Committee and was the chairman of the tax committee for Sungard, a trust computing and processing system.
Dorothy came to Paragon to fulfill the position of Compliance Officer. This would ensure Paragon’s compliance with the Securities and Exchange Commissions rules and regulations. She is now the Chief Compliance Officer as well as Chief Financial Officer.
Ms. Boehr is a CPA and graduated from Rockhurst University where she earned a bachelor’s and Master of Science degree in Accounting.
Wealth Advisor and Planner
Gene Pal joined Paragon Capital Management in 2019 as a Wealth Advisor and 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, wealth and asset management 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).