Meet 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.
- Extensive academic and professional background in teaching finance and economics at renowned institutions.
- 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.
Meet 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
Meet 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.
Meet 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.
Member, Fee-Only Network. Links people who need financial planning services with financial advisors who are only paid by fees from their clients. These advisors do not get commissions or other incentives to sell financial products.
Member, the XY Planning Network. The leading organization of fee-only financial advisors who are focused on working with Generation X and Y clients.
Member, National Association of Personal Financial Planners. America's leading community of independent financial planners committed to success through ethics and innovation.
Joe is a CFP®. A Formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement savings.
Member, Financial Planning Association. A professional organization that promotes education and professional ethics helping potential clients locate qualified financial planners.
Member, Measure Twice Planners. A professional network focused on education and insights to provide more value to clients.
