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Privacy Notice & Disclosure
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Welcome to Paragon Advisors!
Our Mission:
Provide Excellence in Professional Financial Planning and Wealth Management.
Principal Profiles:
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Wm. Jene Tebeaux,
CFP®, CFA®
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Wm.
Jene Tebeaux earned a BS from Baylor University and an MBA from the
University of Houston. Following a 27 year management career with AT&T,
he was Executive Vice President and Senior Trust Officer of the Trust
Department at The First National Bank of Bryan from 1994 until 2007. In
that capacity, he managed both trust assets and the bank investment
portfolio (an aggregate of more than $350 million). He left the bank in
2007 to found Paragon Advisors, LLC. Jene is a Certified Financial
Planner™ (CFP®) and a Chartered Financial Analyst (CFA®).
Email:
jtebeaux@paragon-adv.com
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David W. Hailey,
CFP®, CTFA
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David W.
Hailey earned a BS from Texas A&M University. He is also a graduate of
both the National Graduate Trust School and the Southwest Graduate
School of Banking. Before founding Paragon Advisors, LLC, David spent
21 years in the Banking Industry, including 8 years at the Federal
Reserve Bank of Dallas (Houston Office) and 11 years at The First
National Bank of Bryan. His experience at the Federal Reserve Bank
included Manager of the Financial Securities and Fiscal Agency
Department and a Federal Bank Examiner. While at First National Bank,
he served as Senior Vice President and Trust Officer, managing both
administrative and operational areas. David is a Certified Financial
Planner™ (CFP®) and a Certified Trust & Financial Advisor (CTFA).
Email:
dhailey@paragon-adv.com
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Sarah Buenger, CFP®
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In joining the Paragon Advisors team, Sarah brings over 10
years of experience in serving and advising high net worth individuals in all
aspects of financial planning, relationship management and investment
management. Sarah graduated from Texas A&M University with a B.A. in
Finance and continued her education, receiving the Certified Financial Planner TM designation in
2003 and becoming a licensed life and health insurance counselor in 2004. As a Registered Advisor with the National Association of
Personal Financial Advisors (NAPFA) and member of the Financial Planning
Association (FPA), Sarah has been quoted in several nationally recognized
publications including Financial Advisor magazine, Dow Jones Newswire, and
NAPFA Advisor. She has also given
presentations at NAPFA conferences in several states on topics from staff
development to case studies on financial planning.
Email: sbuenger@paragon-adv.com
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Contact Information:
- 215 Rock Prairie Road, College Station, TX 77845
Telephone: (979) 693-3907
Fax: (979) 693-6198
Contact Paragon Advisors, LLC via Email:
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