Juli Kent | Client Service Administrator

I’m one of the newest members of the Petra team and I’m really enjoying how we get to serve people in their financial planning.

In my role at Petra, I have the opportunity to work closely with our clients and get to know them personally. This helps me understand each client’s unique needs. My position mainly consists of helping our clients with the daily ins and outs of their accounts. This includes everything from assisting in money movements to opening new accounts. You can reach me anytime by phone or email at juli@petrafinancial.com.

In my free time, I love being with my family and friends, going to fun restaurants, and traveling to exciting places.