Tony De Angelo

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Anthony J. (“Tony”) De Angelo is a Graduate of Sacred Heart University, Bridgeport, CT and the Philadelphia Institute, Philadelphia, PA. He is a member of the National Deans List, and holds the E.A. (Enrolled Agent) designation from the Internal Revenue Service, conferred in 1989.

Tony is formerly the Head of the Administration Department of the Private Client Practice Group of the firm of Rogers & Wells (now Clifford Chance) in New York, NY, Washington, DC and Los Angeles, CA. He is also formerly an Assistant Instructor in the Business Department of Albertus Magnus College, New Haven, CT. He is a noted speaker and writer on tax, tax and trust policy, and fiduciary matters. In the past, Tony has authored articles for The New York Times, The New Haven Register, The Hartford Courant, Legal Assistant Today, Tax Analyst’s “Tax Practice,” and for the Joseph Center in Chicago, IL.

In addition, Tony has a second vocation as a host and interviewer on several local cable and internet-based shows such as “Monday Night Sports Talk” and “Connecticut Morning.” He also serves as the tax and financial commentator for the CBS Radio Gatewave Network for the blind and disabled.

Pamela Lewerenz 

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Pam is a business school graduate and has studied accounting and office management at a Connecticut community college. She is a Connecticut Certified Municipal Tax Collector, most recently serving as the Tax Collector of Pomfret, CT. She has also worked in the health care field as an Administrator. Her most venture is a cloud-based business services firm that offers online business management, office support services, and bookkeeping.

With over thirty years of experience, Pam is also a Quickbooks Certified Pro Adviser, providing the most critical of services to our business and economy line clients. She is also Paragon’s “right arm” as our assistant for administrative support and client services.

In her spare time, Pam enjoys spending time with her family, reading, hiking, baking, and traveling.  She also volunteers in her community on several boards, writes a weekly business tips column for an online newspaper, has a deep addiction to coffee, and is forever searching for the perfect “80 degree, no humidity, sunny everyday” climate.

Lauren Attaway

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Lauren Attaway is a tax and legal assistant at Paragon Trust, with a focus on specialized tax returns and tax/legal research. Prior to joining Paragon, she worked in investigative  reporting for a due diligence company in Manhattan.  Notable are her three years at a prominent foreclosure law firm in Chicago, where she served as a coordinator in one of their property title departments, handling training, research development, and procedure implementation.

Lauren holds a bachelor’s degree from Columbia College Chicago. She lives in New Haven with her boyfriend, who she is currently trying to convince to adopt a rescue dog. In her free time, she devours novels, films and television shows with strong female characters.

Mary Ann Robinson

Mary Ann is an administrative assistant at the Paragon Trust Company. She specializes in accounting. Throughout her career, Mary Ann has worked at various banks and other financial institutions. When she’s not working, Mary Ann enjoys spending time with her family in Seymour, Connecticut.

Kathleen De Angelo 

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Kathleen P. De Angelo RN, MSN/MBA/HC, a passionate advocate for excellence in healthcare, serving for the last 20 years in leadership roles in Maine, New Hampshire and most recently in Connecticut at Saint Francis Hospital and Medical Center. During this time she worked for patient safety initiatives, quality outcomes for patient experience and served as a facilitator for building relationships between patients, nurses and physicians. During her time at Saint Francis Hospital she worked as an advocate for patients with diabetes, tirelessly supporting improving care management of the patient while receiving care for other medical issues. During her healthcare career, Kathy developed a passion for managing the care of our aging population, then gained a heightened interest after experiencing the death of her step-father in a nursing home, vowing to make a difference in the quality of care for those who can not necessarily do so for themselves and improving the condition and affordability of long term nursing care. Kathy received her nursing degree from the University of Southern Maine and her advanced degrees from the University of Phoenix. She has five children and 3 grand-children and lives in Pomfret, CT with her husband Tony.

 

Rachel Drucker 

Rachel Drucker is a manager with Fiduciary Elder Care Services. She is based in Stamford, Connecticut. Throughout her career, Rachel has worked in many legal aid and non-profit settings. She specializes in managing businesses of all sorts; including human resources, marketing, technology, and facilities.

 

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