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Our Team

jeff mestmakerJeffrey K Mestmaker

CEO & Co-Founder

Growing up in Kern County, Jeffrey attended Garces Memorial High, and then graduating from Loyola Marymount University Los Angeles with a BA in Economics.

During college, Jeffrey was an active member in the SIFE Club (Students in Free Enterprise).  Only two years into his membership, Jeffrey attained the rank of Vice President and was awarded for his service “The President’s Student Service Award” from former President George W. Bush, and SIFE’s “Service Leadership Award” from Tom Coughlin President & CEO of Wal-Mart Stores, SIFE’s Chairman of the Board.  Currently Jeffrey sits on the advisory panel for Bakersfield College’s SIFE program.

Jeffrey also was an active member of the Loyola Marymount Economics Society.  Since graduating, he has hosted several discussions regarding the economy and investing to current and past students.  He is currently a member of the Young Presidential Donors club, and is an active alumnus.

Most recently Jeffrey worked as a Financial Advisor for Morgan Stanley in Bakersfield California from 2005 to January 2009.  While at Morgan Stanley Jeffrey was able to attain top rank of his class and in turn was asked to speak to incoming advisors on how he built his practice at their national training center in Dallas.

In 2009 Jeffrey along with his business partner Daniel Petrey formed Mestmaker & Petrey Wealth Advisors Inc., a Registered Investment Advisory firm.  Our goal was to break away from the ideals of a large firm, and create a much smaller, more client centered practice.

Currently, Jeffrey is serving on the Executive Board of Directors of the Bakersfield Ronald McDonald House. This organization provides a home away from home for the families of Kern County Pediatrics and NICU patients. Jeffrey, along with the whole Mestmaker and Petrey Wealth Advisor family, support all causes of the Bakersfield Ronald McDonald House.

In Jeffrey’s spare time he enjoys boating, wake boarding, snow skiing, fishing, and hunting. Most importantly he enjoys spending time with his lovely wife and his family.

 

 

 

daniel petreyDaniel Petrey

CFO, CCO & Co-Founder

As a Taft Native, being close to family and other loved ones is important. Also important, is a strong work ethic, which is indicative of Daniel’s background as he started paying for college by working as a paperboy at the age of 10. Daniel’s family also instilled the value of a college education.

Daniel received his AA degree from Taft College and immediately began pursuing his B.S. degree at California State University Bakersfield.

He received his B.S. Degree from California State University Bakersfield and decided he could make a difference in people’s lives by teaching. He also received his Teaching Credential at CSUB and taught for many years in Bakersfield.

His long working career brought him incredible experience in dealing with different people, situations, and solutions all while building an interest in Business and Finance as he studied his father’s investments.

As a teacher, Daniel could not shake a growing passion that he developed for business and finance. As a result of his entrepreneurial desire, he owned various businesses and continued to be overwhelmed by a desire to further his education which resulted in an M.B.A. degree from California State University Bakersfield.

After completing his M.B.A. at CSUB, he accepted an offer from Morgan Stanley and was employed as a Financial Advisor. While at Morgan Stanley, he was recognized as a Retirement Planning Specialist.

The combination of his entrepreneurial, teaching, and investment passions has led him to be co-founder and create Mestmaker & Petrey Wealth Advisors, Inc. While working with a partner who shares his values and work ethic, he is committed to offering customized, tailored, and specific services to specific clients.

In addition to a strong and continued desire to understand and study the Stock Market, Daniel also enjoys sports, coaching, and spending precious time with his family.

 

travisTravis Classen

Wealth Advisor

Travis grew up in Cleveland and attended Gilmour Academy. After high school, he attended Loyola Marymount University in Los Angeles where he received his bachelor's in business administration with a concentration in finance.  

After graduating, Travis moved back to Cleveland where he invested in real estate for two years until the market began to weaken in 2007.  He then joined Ancora Advisors and received his FINRA Series 7 license. At Ancora, he worked primarily on equity trading and asset movement for the Ancora mutual funds, hedge funds, institutional, and individual clients.  

Travis left Ancora to join Mestmaker & Petrey Wealth Advisors in 2014 as a wealth advisor expanding the company to Cleveland.  

Currently, Travis is also a financial director for a non-profit organization; The Mute Swan. He makes an annual trip each February to volunteer in Guatemala for HELPS International.  

While in Cleveland, Travis enjoys sailing, concerts, cooking, and volunteer work.

 

raymondjames

About Raymond James:

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF). Through three broker/dealers, more than 5,000 financial advisors serve approximately 1.9 million accounts in approximately 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $170 billion, of which approximately $28 billion are managed by the firm’s asset management subsidiaries.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Who is Raymond James? The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed.

 

heidi

Heidi Canet

Administrative Assistant

Heidi joined our team in January 2011 after a long career in the Home building / Real Estate industry.  Heidi assists the financial advisors at Mestmaker & Petrey in the following areas: client services, scheduling client appointments, opening and transferring accounts, fund distributions and management of the daily operations of the branch.

Heidi has been instrumental in building Mestmaker & Petrey’s Retirement Plan Division.  Her current role is to assist with all employee enrollment meetings, annual plan administration, and day to day operations of each retirement plan the firm oversees.  Heidi is working towards obtaining her series 66 license which will enable her to actively advise on these plans as well as prospect for new clientele.

Heidi is a Bakersfield native and is a licensed real estate agent as well as a notary public.  In her free time she enjoys reading, traveling and running with her dog, Gigi.