MICHAEL A. PATTON
Financial Planner
Registered Social Security Analyst
®

FOCUS
Michael specializes in retirement planning. He works personally with each of his clients in areas such as investment advisory, retirement income, Medicare planning, & Social Security Analysis.

EDUCATION
BS, Point Park University
MS, Clarion University

QUALIFICATIONS
Series 6, 63, 65, 7 Securities Registrations
Accident, Health, Life Insurance License

PERSONAL
Michael lives with his family on farm acreage in Clarion County, PA. He is an outdoor enthusiast spending his spare time in the woods and on the water.

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JOSIE R. DELP
Registered Client Services Associate

FOCUS
Josie focuses on assiting clients with their servicing needs, such as beneficiary changes, address changes, distributions, transfers, and answering any questions clients may have about their accounts. 

PERSONAL
Josie is set to graduate from Pennsylvania Western University, Clarion Campus in May of 2025. She is majoring in Finance with a concentration in Personal Financial Planning.