Dave Forbes | President, CFA, CFP®

What a privilege it is for me to lead our team at Petra, a team that lives and breathes our core values every day.  And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.

The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations.  We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.

I oversee the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.

I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients.  We have such hope for the future knowing that God will help us each step of the way.