Jon Forbes Owner and Partner, CFP® , CFA Partner Team 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’d like to be going. Learning your story and working with you to turn that desired future…
Justin Ross Owner and Partner Partner Team It is an honor and a privilege to work with this team in serving its treasured clients. Petra Financial will celebrate its 50th anniversary on January 1, 2026, and has had the privilege of serving some clients for more than four decades. Since joining Petra’s Board of Directors…