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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...

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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...

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