John Pfaffmann Financial Planner, CFP® Financial Planning Team John brings over three decades of expertise in financial and estate planning, specializing in creating personalized financial roadmaps tailored to each client’s unique needs. As a Certified Kingdom Advisor (CKA) and former Board member of the Central Arizona Estate Planning Council, he is committed to providing principled…
Cleo Blankinship Financial Planning Analyst Financial Planning Team I joined Petra in July 2025 as a Financial Planning Analyst, supporting both the planning and operational sides of our work. Before joining the firm, I spent three years in wealth management working directly with clients on planning and analysis. I graduated from The Master’s University with…
Joy Kurschner Office Administrator Client Services Team Before joining Petra, I dedicated over a decade to philanthropic organizations, witnessing firsthand the profound impact of generosity on countless lives. At Petra, I ensure the office operates seamlessly and provide support wherever it’s needed. I’m passionate about connecting people and curating meaningful experiences, often taking the lead…
Juli Kent Client Service Administrator Client Services Team I am grateful to be part of the Petra team, and I truly enjoy serving people with their financial planning needs. In my role at Petra, I have the opportunity to work closely with our clients and get to know them personally, which helps me understand their…
Hope Radliff Client Services Director Client Services Team 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…
Delaney Uehling Associate Financial Planner Financial Planning Team My journey at Petra began after graduating from Grand Canyon University in the Spring of 2023. College sparked an interest for me in Finance and I have only grown in passion for it since working at Petra. In my role as an Associate Financial Planner, I primarily…
Kyle Householder Senior Associate Financial Planner, CFP® Financial Planning Team I am currently a Certified Financial Planner™ (CFP®) professional at Petra and began my career here in 2023. I am dedicated to helping clients achieve their financial aspirations through personalized planning that reflects their values and long-term objectives. My journey in the financial industry began…
Crystal Karstens Chief Compliance Officer, Associate Financial Planner Financial Planning Team 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 Compliance, Financial Planning and Operations. This has allowed me to expand my knowledge base and develop more flexibility in…
Jenn Hernandez Financial Planner, CFP®, EA Financial Planning Team Having joined the Petra team in 2017, I am privileged 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…
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…