Our Team

At Petros Estate & Retirement Planning, we take great pride in an entire staff dedicated to helping you and your family. Our goal is to help take some of the mystery out of investing, preparing for retirement, managing risk, preserving your wealth and minimizing your tax liability. Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and enjoy life during its most important times. Our staff is always delighted to deliver on our promise of service excellence. 

Angelique Gerlach

Angelique Gerlach has worked for Petros since July of 2004 and is well known to many clients. Her years of experience have included duties in bookkeeping, marketing, client servicing, assisting the retirement advisors facilitating the execution of legal documents and training other staff members. As a licensed agent, Angelique is currently the Director of Client Services for Petros Estate and Retirement Planning. She looks forward to continuing the relationships with our many clients and helping them whenever called upon.

Jacque Martin

Jacque has been with Petros since the beginning of 2010. Her specialty is building relationships with our clients, which is also her passion. Jacque serves as the face and the voice of the company. She is the first and last person a client sees when they are in the office. Jacque is instrumental in ensuring clients and guests have a positive experience. As Director of Customer Relations, her responsibilities also include committing random acts of kindness and “raining sunshine” on our extended Petros family.

Katie Kegarise

Katie Kegarise came to Petros in March to fill our position of Director of Finance and Administration. She brings with her many years of experience in bookkeeping, financial analysis and management. Katie provides administrative support to Jeannette and staff along with her financial analysis and bookkeeping duties.

Deborah Stone

Deborah joined the Petros/Woman's Worth® team in October in the role of Retirement Planning Administrative Associate.  She brings a diverse background including five years of experience in the financial services industry.  In her role, Deborah assists our advisors with the development of customized plans to meet clients' lifetime income planning needs.