Petra Coffey is a Senior Tax Associate with Heritage Wealth Advisors. She assists the 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 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.