Broker Check

Meet Our Team

W. James Steen, CFP®

President - Financial Advisor

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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...

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Cheryl W. Steen

Vice President

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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...

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Jason A. Pearson, CFP®

Financial Advisor

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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...

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Anne V. Ames

Registered Service Assistant

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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...

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Kristen A. Picard

Administrative Assistant

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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...

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