Broker Check

Meet Our Team

W. James Steen, CFP®

President - Financial Advisor

Jim incorporated Petra Financial Solutions in 1998. He received his CERTIFIED FINANCIAL PLANNER™ designation in 1984 and his Masters in Financial Planning in 1999. Jim graduated from the University of Rochester and served in the U...

Read more

Cheryl W. Steen

Vice President

Cheryl was instrumental in the formation and growth of Petra Financial Solutions from its inception. She is a graduate of SUNY in Fredonia, NY. Cheryl was a highly decorated teacher for many years at Northmont Schools. She serves as...

Read more

Jason A. Pearson, CFP®

Financial Advisor

Jason joined Petra Financial Solutions in April 2006. He received his CERTIFIED FINANCIAL PLANNER™ designation in 2009 and has over 10 years of experience in the financial services profession. He graduated from Wright State...

Read more

Anne V. Ames

Registered Service Assistant

Anne joined Petra Financial Solutions in June 2010. She graduated from The Ohio State University in 1979. She is registered Series 7 & 66. Anne resides in Riverside, OH, with her husband, Bill. She enjoys spending time with her...

Read more

Kristen A. Picard

Administrative Assistant

Kristen joined Petra Financial Solutions in June 2015 after graduating cum laude from Wright State University with a Bachelor of Science degree in Sociology. She resides in Fairborn, OH, with her husband, Ron. Kristen enjoys outdoor...

Read more