Gene Pal: Expert Wealth Manager and Financial Planner | Gene Pal - Wealth Advisor and Planner of Paragon Capital Management, Ltd. 00:10:00
Gene is a Wealth Manager and Financial Planner with 30+ years of service in the finance, legal and personal trust world. As a Financial Planner, he focuses on providing Paragon clients trusted guidance and assistance with addressing their unique financial concerns, needs and goals. Gene regularly consults on financial planning, retirement planning, wealth preservation strategies, estate and/or gift planning, charitable gift planning, family foundations, tax planning and trust administration. Gene Pal joined Paragon Capital Management in 2019 and lives in Kansas City. His expertise in all areas of planning have been honed over 30+ years that has included engagements as a senior trust officer with three Kansas City-based bank trust divisions.