Our Team

Patrick Peason

Founder

Investment Advisor Representative


Patrick Peason has been in the financial services industry for 31 years and specializes in the unique challenges facing today’s retirees and pre-retirees. In today’s tough market economy, seniors need to fully understand all the various options that are currently available to assist them in protecting and growing their investment portfolios.

As a result of Pat’s sound, conservative strategies, his clients enjoy the peace of mind that comes from a personalized optimal asset allocation. Pat is also an Approved Educator with the Scranton Academy of Financial Education. As a community service, he provides information on all aspects of the principles of personal finance, saving and investing via seminars offered through community organizations.

Robert Falter is a native of Virginia and has been in the financial services industry for 30 years.  After serving our country in the United States Navy with an illustrious career, he has dedicated his business to helping his clients reap the rewards of a well-planned retirement.  His main focus in a volatile economy is to help prepare and plan a road map for each client that emphasizes protecting assets, providing income and providing peace of mind.

Having worked with retirees and those nearing retirement for the majority of his career, Bob understands the value of every client’s dollar and how hard they have worked to earn it.  He maintains a core belief that consumers have the right to conservative yet innovative financial advice, and recommendations for their particular situation, regardless of market conditions.  He strives to educate every client on how to invest profitably by providing reliable income generating options available.

Bob is dedicated to helping clients pursue financial goals with as much certainty, and as little risk, as possible.  In addition, Bob is an established speaker in the Shenandoah Valley area and is committed to educating the community with his presentations on topics like Social Security, Required Minimum Distributions, IRA’s and 401Ks and Estate Planning.

Bob resides in Luray, VA with his wife of 20 years Tammy and three children Cole, Molly and Lauren.

Bob Falter

Investment Advisor Representative