Our Qualifications

In 1969 Ron Peters recieved a Bathelor 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™ professional from the College for Financial Planning in Denver. In 2001 he received the Chartered Life Underwriters designation. Mr. Peters has 26 years of experience in the investment and insurance industry. Ron is a current member of the International Association for Financial Planning and strictly adheres to their standards and Code of Ethics. Judy Williams has 35 years of experience in the insurance and investment industry. Judy`s primary responsibilities at CPL Financial Group lie in the areas of employee benefits, group health insurance and pensions. Both Ron and Judy are series 7 licensed.