Dave Forbes | Chairman, CFA, CFP®
What a privilege it is for me to have a role with our team at Petra, a team that lives and breathes our core values every day. And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.
The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations. We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.
I am involved with the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.
I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients. We have such hope for the future knowing that God will help us each step of the way.
Jon Forbes | President, CFP®
Financial planning is a process, not a one-time activity. To do it well, we need to learn your story – where you’ve been, where you are, and where you’re wanting to head. Learning your story and working with you to turn that desired future into present reality is one of my central roles at Petra and the reason I love this work.
Along with my role on the financial planning team, I am also a part of the Investment Management team. One of the first things we will work on together is your Investment Policy Statement. This helps Petra understand your position on investing and serves as a guideline for managing your accounts. Once we identify your investment needs, I work closely with Dave on the formation and execution of investment decisions. I am available by phone at the office or email at firstname.lastname@example.org.
Connie Hancock | CERTIFIED FINANCIAL PLANNER™
In 1998 I started working with Petra as a Portfolio Administrator. Over the years, I discovered that my real interest was in Financial Planning. Helping clients turn their goals into a plan and seeing them achieve those goals is one of the greatest rewards of my career. I seek to listen and understand who you are, then clarify where you want to go. I want to hear your dreams and hopes and then work with you throughout the years to see them come to life.
As a seasoned financial planner, I also enjoy my role as a mentor to the other members of the Financial Planning team. I am in the office on Thursday and Fridays and you may reach me via phone or email email@example.com.
In my free time, my husband and I love entertaining, trying out new recipes, but most especially spending time with our grandchildren.
Crystal Karstens | Paraplanner
I’ve worked in many capacities during my time at Petra beginning in 2004 as the receptionist and then shifting my responsibilities over time to include Portfolio Administration, Compliance and Financial Planning. This has allowed to to expand my knowledge base and develop more flexibility in my role at Petra. A lot of the work I do is internal to Petra, but I do have the opportunity to work more directly with clients through Financial Planning and Quarterly Report preparation.
One of my favorite things about my job is the opportunity to serve our clients. At Petra, we strive to go above and beyond your expectations to ensure that we are serving you in a meaningful way. For us, it is not about completing tasks, but adding value to our clients' lives. I am in the office Monday - Thursday where you can reach me by phone or email at firstname.lastname@example.org.
On Fridays, I am at home chasing my son around. My husband and I love raising our son in the beautiful state of Colorado and taking advantage of all the sunny days we have here.
Hope Radliff | Client Services Administrator
As part of the Petra team, my role entails helping facilitate a thriving relationship between you and Petra. In getting to know our clients personally, I have the privilege of seeing how each person’s life is unique but also how it is so similar to the rest of us. Those observations help Petra offer a more resourceful and proactive service for our clients. Therefore, with every account transfer, account application, or preparing for the next client visit, I strive to work closely with you toward the end result of ensuring everything is in place so that the other members of the Petra team can serve you more effectively. I’m here to learn how you prefer things, whether it’s by phone or email, electronic or hard copy. Any time you wish to contact me, I’m available by phone or email at email@example.com.
On weekends, my husband and I love to hike; therefore, I’m always looking for a new trail to explore. When we are not hiking, my husband and I will explore beautiful Colorado’s back roads on our motorcycle exploring old logging train routes or taking in spectacular views from some of the best scenic highways.
Jennifer Hernandez | Candidate for CFP® Certification
Having joined the Petra team in 2017, I am privileged and blessed to be able to serve our clients and to be part of such a wonderful collaborative group. Together we strive to take an all-of-life approach to our clients' financial picture, listen to your most important desires of life and legacy and help to plan and implement a strategy to most effectively achieve those goals that are truly meaningful to you.
Sending my oldest child off to college in the Fall of 2019 for the first time has allowed me to become intimately acquainted with college planning and education funding.
I am in the office Tuesday - Thursday where you can reach me by phone or by email firstname.lastname@example.org.
When not in the office, I fill my time supporting the many activities and pursuits of my teenage son as well as finding time to camp, hike, and enjoy the beautiful Colorado landscapes with my husband.
Joy Kurschner | Office Administrator
My journey with Petra began in August of 2017. Prior to joining the Petra team, I worked with philanthropic organizations for 10+ years. How rewarding to experience the extreme generosity of others and see all the lives that are bettered because of it.
It is a blessing to come alongside the Petra team to support our amazing clients. It is my role to maintain the organizational procedures of the office. When you call us, I'm often the first person you will reach and I am happy to direct you to the team member who can best assist you.
When away from the office you will find me hiking in beautiful Colorado and connecting with family and friends. You can reach me by phone or by email email@example.com.