The Team
Petra Wealth Partners

Our Advisors

Theo Pericleous

Theo Pericleous

Private Wealth Advisor

More about me...

Contact

theophanis.c.pericleous@ampf.com

937.853.2600

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BA, George Washington University, Washington D.C.

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Mary E Odorizzi

Mary E Odorizzi

Financial Advisor

More about me...

Contact

mary.e.odorizzi@ampf.com

937.853.2600

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

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Nathan R Marchal

Nathan R Marchal

Financial Advisor

More about me...

Contact

nathan.r.marchal@ampf.com

937.853.2600

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

Wright State University, BS Financial Services, 2008

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Neerja J Chaudhry

Neerja J Chaudhry

Financial Advisor

More about me...

Contact

neerja.j.chaudhry@ampf.com

937.853.2610

Designations

CFP®, APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

Bachelor of Science in Business, Wright State University, June 1985
CA Insurance #0L59721

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Fred Gagel

Fred Gagel

Financial Advisor