Jonathan L. Petrie, CFP® Team
Jonathan L. Petrie, CFP®
Financial Advisor
716-312-7422
jpetrie@clearplanfinancial.com
I began my financial services career in early 2015. While apprenticing with senior advisors at the firm, I also earned my FINRA Series 7, Series 66, Series 24 and New York State Life and Health insurance licenses in order to offer...
Kevin M. Mohr, MBA
Financial Advisor
716-312-7422
As an independent financial advisor at LPL Financial, I help individuals and business owners make smart decisions with their money. I earned my Bachelors in Business Administration, Magna Cum Laude from Wichita State...