Robert C. Wisner
Robert C. Wisner has provided leadership to The Paragon Alliance Group since its inception. As president, Rob oversees all aspects of the company with a primary focus on plan design, consulting, marketing and business development.
Rob started his employee retirement plan administration career in 1982 having served as corporate plan administrator for one of the country's pioneer401(k) Plans. He furthered his career serving as manager of custom plan record keeping for a company that developed into one of the largest third-party record keepers in the nation.
Rob holds a Bachelor of Science degree in administration/accounting from Bloomsburg University. Rob also continues to develop his credentials obtaining Professional Education credits each year. He serves as a member of The Advisory Committee for the Retirement Plan Division of two prodigious international financial institutions.
Rob enjoys spending time with his family and has been active in his local community coaching within various youth athletic programs. He also enjoys playing softball, basketball, and golf.
Joseph E. Tobin
Joseph E. Tobin is the Manager for The Paragon Alliance Group and is responsible for coordination of the day to day activities in the office. His duties include assisting in the hiring process, training new employees and conducting staff evaluations. While overseeing the Account Executives, he also assists clients with the design, administration, compliance monitoring, and reconciliation requirements for their qualified retirement plans. He has also helped in creating the newly designed website for The Paragon Alliance Group.
He has held positions in the 401(k) industry since 1995. His background includes the conversion of 401(k) plan to a new recordkeeper and the creating of a Plan's Adoption Agreement.
Joe has a Bachelor of Science degree in Accounting from DeSales University and has successfully earned his QKA Designation from the American Society of Pension Professionals & Actuaries (ASPPA).
Joe enjoys reading, sports and spending time with his wife and two sons.
Cathleen J. Baker
Cathleen J. Baker is Compliance Manager. Cathie is responsible for the preparation and amendment of plan documents and providing strategic plan design/consulting solutions for Paragon clients. Cathie researches various issues relating to qualified retirement plans and evaluates the impact of law changes on client plans. She supports Paragon by educating staff regarding the options available within qualified plans.
Cathie began her career in the banking industry, preparing tax returns for trusts, estates, and individuals. For the last 15 years, she has worked in the retirement plan field, working for one of the country’s largest, independent retirement plan record keepers. She also worked for a start-up third party administration firm, assisting in the development of that firm into one of the top 100 fastest-growing privately-held businesses in the Philadelphia area.
She earned her B.B.A. in Accounting from Temple University. She received a paralegal certificate from The Philadelphia Institute for Employee Benefits Training and continues her education through courses offered by the American Society of Pension Professionals & Actuaries.
Cathie enjoys spending time with her family, supporting them in their sports activities, and is active in church and community activities.
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