Paragon Retirement Planning, Inc.

Logan Bauer is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at Comerica Bank, Raymond James, and Michigan State University. Bauer is also licensed as a life insurance producer in Michigan. Paragon Retirement Planning serves individual and high-net-worth clients by providing comprehensive and single-issue financial planning and arranging discretionary portfolio management through unaffiliated sub-advisors. The firm’s investment approach focuses on tailored asset allocation aligned with client goals, risk tolerance, and time horizon, with ongoing oversight of third-party managers.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 credential with two years of industry experience. Her background includes roles at Financial Services of America and Mary Kay Cosmetics. She also works as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million through tailored asset allocation strategies. The firm oversees client relationships while client assets are managed by third-party sub-advisors.

Peter Labrash is a financial advisor at Paragon Retirement Planning, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including MML Investors Services, LLC and Prudential Financial Planning Services. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million across about 125 relationships. The firm focuses on tailored asset allocation through third-party sub-advisors and provides comprehensive and single-issue financial planning.

Daniel Stavale is a financial advisor at Paragon Retirement Planning, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paragon since 2016. He is also president of College Planning Solutions, LLC, a firm that assists college-bound students in selecting suitable colleges and obtaining scholarships. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million across about 125 relationships. The firm emphasizes tailored asset allocation through third-party sub-advisors and provides ongoing oversight without directly managing client portfolios.