Petra Fortes-Schramm (they/them), CA Insurance License #0L75174
Associate Advisor
Petra joined Donnelly & Associates in 2016 and has over 15 years of combined experience in the Accounting, Customer Service, and Financial Services industries. Petra holds a Life Agent license in California (CA Insurance License #0L75174). They also hold licensing for FINRA Series 7 and 66 with Securities America. Petra lives in Santa Cruz with their wife, Lisa, and two cats, Autumn & DandyLion. When not assisting clients, Petra enjoys art, spending time with loved ones, and exploring neighborhoods through photography.