After a long, cold, and icy winter it seems as if Spring has finally arrived in Kansas City. The temperature is rising, the sun is shining, and the pollen is in the air. Just as the seasons change, so does a business. So, as you are enjoying the warmer weather let us tell you about some exciting changes at ParagonCapital Management.
First, some of you may have already met Alexis Petersen at the front desk. Alexis comes to us from Bank of America and is usually our primary contact when clients come to the office or call us. She is also an administrator who handles money movements, account changes, and various other tasks associated with keeping track of your accounts. In short, if you have a question about your account, Alexis is the person to ask and she will either take care of your request or find the right person to do so.
Alexis earned her Bachelor’s degree from the University of Missouri at Kansas City. She is a Kansas City native who enjoys spending time with her three dogs.
CLIENT PORTAL
Finally, we have recently rolled out our new Client Portal website. It is a password-protected, secure website where you can access your account holdings, balances, returns, and other data at your convenience; even on a daily basis if you wish. It’s easy to sign up, just give us a call at the main number, 913-451-2254. Also, please feel free to ask us for training on how to sign in, view and understand the Client Portal. We would be happy to sit down with you one-on-one and teach you how to use it.
Those are quite a few changes at Paragon over the last several months. We believe that each of them will enhance your understanding of your account with us. As always, if you have any other questions feel free to call us.
