Connecticut Area Office

Maryland/Washington, DC Metro Area Office

New York Area Office



Connecticut Area Office

Larry Agler, AIF
Principal
A founding partner of the Employee Benefits Firm, Beacon Financial Group, Inc. Larry Agler, AIF® has been working in the benefits and retirement plan areas for the Company's clients for nearly 20 years. In 2012, he formed Beacon 401k Advisors, LLC to concentrate primarily in the Qualified Plan marketplace. In 2011, Larry obtained the Accredited Investment Fiduciary (AIF®) designation; he is committed to maintaining the high continuing education standards required of an AIF® as well as that of a PLANSPONSOR Retirement Professional (PRP), a designation acquired some 8 years ago.

 

 

 


Maryland/Washington, DC Metropolitan Area Office


Patrick Carroll, CFP
Principal

Patrick Carroll, CFP® is the co-creator of The 401(k) Compliance Solution™ that helps business owners evaluate their company’s retirement plans, reduce plan costs and protect themselves from legal liability. He is the founder of Obsidian Business Solutions LLC and Wealth Strategies Group Inc. For more than 25 years Patrick has overseen and coordinated the financial affairs of a select group of businesses and families in the eastern United States. Patrick earned his Certified Financial Planner designation in 1988 and a Master’s degree in Financial Services from America College in 1997. Patrick is active with his church and a number of volunteer organizations in Maryland. He is an accomplished speaker, provider of CPA and HR continuing education classes and conducts monthly workshops at area banks, credit unions, accounting firms and law offices.
 
 
 

Sean McCarron
Director of Business Services

Sean McCarron oversees the service department for The 401(k) Compliance Solution team. With over 25 years of experience in the investment and insurance industry, Sean provides his experience in guiding businesses as well as individuals in finding solutions for their insurance and retirement savings plan needs. He helps business owners and their employees with investment selections for their plans that will meet their specific needs and objectives. Sean attended the University of New Haven and George Washington University. He enjoys golfing and fishing and cheering on the local sports teams. Sean grew up in the Washington, DC area and has been a lifelong Washington Redskins fan.




New York Area Office

   
Stuart A. Paris, CIMA
Principal

Stuart A. Paris, CIMA, is the founder and President of Paris International Corporation an Employee Benefits Consulting Firm, a Principal of Granite Retirement Services, LLC and the creator of The ETF 401(k) Solutions and co-creator of The 401(k) Compliance Solution.

Stuart received his BA in politics from Brandeis University and holds the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania Aresty Institute of Executive Education at the Wharton School. He has been a Regional Group Manager for The Prudential Insurance Company of America and a General Agent for The Travelers Insurance Company. He is also a member of the NPC Presidents’ Advisory Council.

Stuart has received numerous industry awards including the General Agent of the Year from the Travelers Insurance Company and the prestigious Quality of Life Award for service to company, industry, community and to humankind. He was a nominee for the 2007 Charles Schwab Impact Award and was chosen as one of The 300 Most Influential Advisors in Defined Contribution for 2009 by 401(k) Wire.

Robert Testa
Vice President, Compliance and Director of Business Services
Robert Testa joined Paris International Corporation’s Client Services Division in May 2000 as Vice President. He is responsible for the overall operations and assists registered representatives in providing financial planning services to the employees of Paris International Corporation’s 401(k) client organizations.
 
Prior to joining Paris International Corporation, Bob spent fifteen years with Mutual of America Life Insurance Company, a provider of retirement plan services, as a Retirement Benefits Consultant in their New York City Regional Sales Office. Bob, a native of East Williston, New York, is a graduate of Stonehill College in North Easton, Massachusetts with a Bachelor of Science degree in Business Administration.

Michael Paris
Director of Business Strategies
Michael Paris has been in the financial planning business since 2005. After attending Indiana University, he moved to California for 3 years to work as a financial planner at Trilogy Financial Services. He has since then, returned back to New York and continues to have a strong passion for helping his clients achieve their financial goals.
 
Michael has helped many of his clients get to retirement utilizing the Personal Purpose Experience. He believes that there is no greater feeling than telling a client that work is now optional. He specializes is building a unique financial plan for each client. In doing so, he has become an expert with retirement planning, education planning, tax planning, estate planning, and the complex world of insurance.