Petra Financial Advisors Inc

Kyle Householder is a financial advisor at Petra Financial Advisors Inc in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. He previously worked at Accelerated Wealth Advisors, LLC for three years before joining Petra Financial Advisors. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis alongside computer modeling to implement and supervise portfolios, offering specialized services such as ERISA fiduciary retirement-plan advisory and project-based engagements.

Jennifer Hernandez is a CFP® professional with five years of experience at Petra Financial Advisors Inc in Colorado Springs, CO. She has been with Petra since 2017 and previously worked in education with Academy School District 20. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis along with computer modeling to implement and supervise portfolios and offers specialized services such as ERISA fiduciary retirement-plan advisory and project-based engagements.

Crystal Karstens is a financial advisor at Petra Financial Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with eight years of industry experience. She has been with Petra Financial Advisors since 2004. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm operates as a fee-only advisory team, beginning client relationships with a written financial plan and Investment Policy Statement, and employs a variety of analytical methods and investment strategies to manage portfolios.

Shannon Ross is a financial advisor at Petra Financial Advisors Inc with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and Accelerated Wealth Advisors LLC. Outside of financial advising, Ross is president of YOUNIFY Consulting, a business consulting firm, and also manages administrative services for BNW Contracting Inc. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis along with computer modeling to implement and supervise portfolios tailored to client needs.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Jonathan Forbes is a CFP® professional with eight years of experience at Petra Financial Advisors Inc in Colorado Springs, CO. He has been with Petra Financial Advisors since 2013. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis alongside computer modeling to implement and supervise portfolios, and offers specialized services including ERISA fiduciary retirement-plan advisory and project-based engagements.

Lisa Malick is a CFP® with 14 years of experience in the financial services industry. She is currently with Petra Financial Advisors Inc and has prior experience at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Lighthouse Financial LLC. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis alongside computer modeling to implement and supervise portfolios, and also provides ERISA fiduciary retirement-plan advisory and vendor-oversight services.