Jon Forbes | President, CFA, 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’d like to be going. 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.

It is a blessing to be a part of this team at Petra. More than simply saying we’re a team, we operate as one. Although you will work primarily with one or two of us, we bring our individual expertise to collectively serve our clients, whether behind the scenes or to the table. This allows our clients access to the resource they need to best resolve the issue at hand.

I am available by phone at the office or email at jon@petrafinancial.com.