Our Mission:
We inspire hope, confidence, and peace of mind
by guiding each client with dependable knowledge and advice,
empowering them to live a fulfilling life.

"Building on a Firm Foundation"

Our company name “Petra” was specifically chosen to reflect our primary objective.  It is the Greek word for “Rock”, which means, "massive bedrock; solid formation; fixed; immovable; enduring."  You might recall the parable of the two different builders.  The wise man built his house on the rock (Petra).  When the storms came and the winds blew and beat against that house; it did not fall, because its foundation was firm.  The foolish man built his house on sand.  When the storms came and the winds blew and beat against that house, it fell with a great crash because it had a poor foundation.

We understand that planning for your goals is imperative when it comes to your financial matters.  We know that “storms” will come and we believe in order to achieve any financial goal you must have your financial house built upon a firm foundation.  We utilize strategies designed not to sway violently with the “storms” that our financial markets can bring.  Other life events can be devastating, especially if they are not properly addressed.



Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.