Our Qualifications

In 1969 Ron Peters recieved a Bachelor of Arts degree from Clarion University of Pennsylvania and has since done graduate work in economics at Duquesne and Penn State University. In 1989 he earned the designation of Certified Financial Planner^TM Professional from the College for Financial Planning in Denver. In 2001 he received a Chartered Life Underwriters designation and in 2005 earned a Chartered Financial Consultants designation, both from the American College. Ron has over 30 years of experience in the investment and insurance industry.

Ron is a current member of the International Association of Financial Planners and strictly adheres to their standards and Code of Ethics.  Ron is a registered representative and investment advisor representative of Walnut Street Securities.  

Michael Patton received his Bachelor of Science degree from Point Park University and a Master of Science degree from Clarion University.  Mike holds his series 6, 63 and 7 General Securities licenses.  In addition, Mike also holds his Life and Health Insurance license in the states of Pennsylvania and Ohio.  Michael is a registered representative of Walnut Street Securities.