Colorado Springs, CO North Nevada Ave Office

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 six years of experience in financial advising. She has been with Petra Financial Advisors Inc since 2017. 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 begins client relationships with a written financial plan and Investment Policy Statement, using a mix of fundamental, technical, and cyclical analysis alongside computer modeling for portfolio management.

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.

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.