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Access
TD AMERITRADE Account
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 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
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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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