The Team

Petrik and Associates

Our Advisors

Christopher Petrik

Christopher Petrik

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, RICP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business

Education

Amherst College, BA Bachelor of Arts, 1991
CA Insurance #0D73053

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Our Staff

Adam Ladd

Adam Ladd

Associate Financial Advisor

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Qualifications

  • BA, 2007, economics, Trinity College, Hartford CT
Allison Anastasi White

Allison Anastasi White

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Kim Mallard

Kim Mallard

Administrative Assistant