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...
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...