A Wealth Management and Financial Planning Firm

 

A Paragon of Excellence in Professional Financial Advice

 

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Welcome to Paragon Advisors!

 

Our Mission:

Provide Excellence in Professional Financial Planning and Wealth Management.


Principal Profiles:

Wm. Jene Tebeaux, CFP®, CFA®

 

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

 

 David W. Hailey, CFP®, CTFA

 

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

 

Sarah Buenger

Sarah Buenger, CFP®

In joining the Paragon Advisors team, Sarah brings over 9 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


Contact Information:

215 Rock Prairie Road, College Station, TX 77845

Telephone:  (979) 693-3907

Fax: (979) 693-6198

Contact Paragon Advisors, LLC via Email:

Wm. Jene Tebeaux jtebeaux@paragon-adv.com
David Hailey dhailey@paragon-adv.com
Paula Moore pmoore@paragon-adv.com
Sarah Buenger sbuenger@paragon-adv.com

 

 

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Last modified: 07/11/07