Paragon Capital Management LLC

Richard Heidemann is a CFA® charterholder with nine years at Paragon Capital Management LLC and a total of 20 years in the financial industry. His prior experience includes roles at Waddell & Reed and Natcity Investments, Inc. He is based in Overland Park, KS. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million for about 321 clients through a team of eight advisors, employing a fundamental analysis approach with customized portfolios and incorporating financial planning within the advisory relationship.

Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Paragon, he was a professional athlete in the Canadian Football League and a student athlete for six years. Paragon Capital Management provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm emphasizes fundamental analysis and continuous account supervision, offering customized portfolios that include a range of investment vehicles and incorporate financial planning within the advisory relationship.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Paragon in 2020. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients, focusing on customized portfolios built from a range of securities and incorporating financial planning within the advisory relationship.

Craig Novorr is a financial advisor at Paragon Capital Management LLC with 19 years of industry experience. He has been with Paragon since 2006 and holds a Series 65 designation. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million for about 321 clients through a team of eight advisors, emphasizing fundamental analysis and customized portfolios that include a range of securities and structured products.

Brady Hogan is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. His background includes roles at American Century Investments and several businesses outside finance, such as Kings Liquor and Library Liquor. He also has experience in education, having worked at Kansas State University, Olathe South High School, and Indian Trail Middle School. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm emphasizes fundamental analysis and continuous account supervision, customizing portfolios from a range of securities to align with client goals and risk tolerance.

Guerry Harris is a CFP® professional with 31 years of experience in the financial industry. He has worked at Paragon Capital Management LLC since 2019 and previously spent 13 years at Charles Schwab and Charles Schwab Bank. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients and emphasizes fundamental analysis, customized portfolios, and ongoing account supervision.

Eugene Pal Jr. is an advisor at Paragon Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has operated The Pal Law Firm LLC since 2011, focusing on estate planning, charitable planning, and tax matters. He is also involved in managing an e-commerce retail business, MAGE RETAIL LLC. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning services to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients through a team of eight advisors, emphasizing fundamental analysis, continuous account supervision, and customized portfolios aligned with client goals and risk tolerance.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Paragon since 2020, following six years at Frontier Wealth Management LLC. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients, emphasizing fundamental analysis, continuous account supervision, and customized portfolios tailored to client goals and risk tolerance.