Petra Coffey2018-10-08T20:28:23+00:00

Petra Coffey

Petra Coffey, CPA

Senior Tax Associate

pcoffey@heritagewealth.net

Petra is a Senior Tax Associate with Heritage Wealth Advisors. As a Senior Tax Associate, Petra assists the Tax Manager and Client Service team with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Petra worked as a Tax Associate for PMB Helin Donovan LLP in Austin, Texas.

Petra earned her Bachelor of Science degree in Business Administration from The Ohio State University majoring in Accounting and Finance. Petra is a Certified Public Accountant in the states of Ohio and Virginia. She is also an active member of the AICPA.