Thomas C. Paron, RFC:
Mr. Paron is President of Compass Capital Management (CCM). Investment Advisor Representative of Compass Capital Management and Cetera Advisor Networks, Registered Investment Advisors. In this role, Mr. Paron is responsible for overall management and supervision of the CCM's professional staff and all client relationships. He is also responsible for developing and implementing client service initiatives, investment allocation recommendations and technology enhancements. Mr. Paron's goal is to create a professional environment where all clients will receive the highest level of service.
Mr. Paron began his career in finance with E.F. Hutton, then as a private corporate controller, then with Dean Witter Reynolds. He purchased CCM in April of 1996 after serving as Vice President for five years. Mr. Paron is a RFC with Compass Capital Management. He is a Registered Representative and Branch Manager with Cetera Advisor Networks LLC. His registrations include a Series 26 - Investment Company Products/Variable Contracts Limited Principal Examination, 65 - Uniform Investment Adviser Law Examination, 7 - General Securities Representative Examination and 63 - Uniform Securities Agent State Law Examination, along with state insurance licenses. Mr. Paron graduated from Ferris State University with a BSBA, Northwestern Michigan College with a ASME, and The Great Lakes Maritime Academy as a United States Merchant Marine Officer. Mr. Paron lives in Woodbury, Connecticut with his wife, Ann, and his three children.
Mr. Paron was named to the Barron's Top 1000 Advisor Ranking for 2010-2011-2012-2013.
The Barron's Top 1000 Advisor award applies to Thomas Paron as an Investment Adviser Representative of Cetera Advisor Networks. The Barron's Top 1000 Advisor award does not apply to the quality of investment advice or performance of client accounts; this award does not constitute endorsements of the advisor.
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Jared White, RFC
Jared is our Investment Professional/Team Leader and is responsible for assisting in the constructing, maintenance, and review of investment portfolios with clients. Jared carries the Registered Financial Consultant (RFC) designation, and is an Investment Adviser Representative of Cetera Advisor Networks LLC. He has his Series 7 - General Securities Representative Examination, 66 - Uniform Combined State Law Examination, as well as his State life, variable, accident & health insurance licenses. Jared earned his Bachelor’s Degree at the University of Vermont, and obtained his Master’s Degree through a co-sponsored program at University of Vermont and University of Connecticut. He has been in the financial services industry for 10 years, and previously worked as an Investment Analyst at UBS Financial Services in Stamford, CT and later as an Investment Specialist/Portfolio Manager at LPL Financial Services in Shelton, CT. Jared lives in Oxford, Connecticut, with his wife Jen, who is a middle school math teacher, and 4 year old son Bradley.
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Karin is our Client Service Manager. In this role, she is responsible for supervising our staff of service associates and assisting Mr. Paron in servicing individual clients. Karin, originally from London, England, lives in Bethel, Connecticut with her husband Steve.
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Kathy is a Client Service Associate and team member for our Premier Council group. Kathy is responsible for all State TRB applications, and all payroll department relations as well as general account service issues. Kathy lives in New Milford, Connecticut with her husband David.
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Laura is a Client Service Associate and team member for our Premier Council group. Laura is also responsible for all general account service issues. Laura is a Registered Representative of Cetera Advisor Networks LLC. and has her Series 7 - General Securities Representative Examination & 63 - Uniform Securities Agent State Law Examination, as well as her State life, variable, accident & health insurance licenses. Laura's past experience includes working for both People's Bank and American Express Financial Advisor's. Laura lives in Middlebury, Connecticut.
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Lori is a Client Service Associate and a team member of our Premier Council group. Lori is responsible for all client related service issues. Lori lives in Oxford, Connecticut with her husband Greg and her two daughters.
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Joel Kipperman, CLU:
Joel is Director of Benefits & Personal Lines Insurance, responsible for establishing and servicing group and individual benefits to our employer group and individual clients; including life insurance, long-term care insurance, disability insurance and AD&D, auto & homeowners, dental insurance and other financial protection products. Joel earned the professional designation of Chartered Life Underwriter. Joel comes to our firm with over 30 years of employee benefits experience as well as 7 years of working in the property/casualty marketplace. He is a graduate of the University of Connecticut (BS) and Central Connecticut State University (MA). Joel lives in New Milford, Connecticut with his wife Barbara.
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Investment Management Committee:
Each month a group of investment professionals meet to discuss current market conditions and changing trends in the financial planning industry.
WHERE EDUCATORS PLACE THEIR TRUST
Neither Compass Capital Management nor Compass Capital Benefits are affiliated with Cetera Advisor Networks LLC.