Juli Kent | Client Service Administrator

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 unique requirements.

My main responsibilities involve assisting clients with the day-to-day management of their accounts. This includes everything from facilitating money movements to opening new accounts. The clients at Petra are the highlight of my work, and I take pleasure in learning how to best meet their needs. 

You can reach me anytime by phone or email at juli@petrafinancial.com. 

In my free time, I love spending time with my family and friends, exploring local coffee shops, and traveling to exciting destinations.