Meet Joe Petry
Joe Petry, Ph.D., CFP®, CRPC®, EA
Passionate hooper, hiker, and dog lover who founded Mayfair Financial- Ph.D. in Economics and a Master's in Personal Financial Planning.
- Combines academic training in economics with practical experience in retirement planning and investment management.
- Certified Financial Planner™, Enrolled Agent, and Chartered Retirement Planning Counselor®.
- Has received awards for his volunteerism and leadership.
- He believes in the power of random acts of kindness to make the world a better place.
- Fun Fact: Joe and his neighbors are now novice beekeepers.
PhD
Economics
Bringing thoughtful analysis to planning decisions.
CFP®
Certified Financial Planner™
Financial planning, taxes, insurance, estate planning, and retirement
EA
Enrolled Agent
Licensed by the IRS to represent clients in all tax matters
Meet Ann Petry
Ann Petry, MSc
Voracious reader, winter enthusiast, dog lover, and Mayfair Financial invisible hand- MSc in Organizational Development.
- Licensed Clinical Social Worker.
- Has expertise in emotional intelligence and resilience.
- She believes in the power of perseverance and seeing the best in others.
- Fun fact: Ann loves being outside in snowy weather.
The Rest of the Team
Emy and Finn
Emy
Chief Nap Strategist
- Golden Retriever, Snack Expert, Nap Enthusiast.
- Superpower: Perfected the “Dead Bug” sleeping pose.
- Loves: Ice cubes, lattes, and tennis balls.
- Fun Fact: She loves to watch TV.
- Team Vibe: Mischievous charm + flawless nap form = Instant calm on caffeine-fueled days.
Finnegan “Finn”
Chief Morale Officer
- Goldendoodle, Cuddle Pro, Package Patrol.
- Superpower: Detects mail deliveries from 3 blocks away.
- Loves: Long walks, Zoom call cameos, and shadowing teammates.
- Fun Fact: Sounds the alarm for every FedEx truck (and sometimes squirrels).
- Team Vibe: Always near, always loyal, always full of heart.
Professional Affiliations
Where Joe holds membership
NAPFA
America's leading community of fee-only independent financial planners. Members are prohibited from accepting commissions or referral fees.
XY Planning Network
The leading organization of fee-only financial advisors focused on working with clients across all stages of their financial lives.
Financial Planning Association
A professional organization that promotes education and professional ethics, helping clients locate qualified financial planners.
CFP® — Certified Financial Planner™
The CFP® designation requires completion of a comprehensive education program, examination, experience, and ongoing ethics requirements.
Fee-Only Network
Links people who need financial planning services with advisors paid solely by client fees — no commissions or product incentives.
M2
Measure Twice Planners
A professional network focused on education and insights to provide more value to clients.