As part of Nitrogen’s Advisor to Advisor series, join John B. Petrick, co-founder of Perennial Financial Services, for a candid conversation on how his team has used Nitrogen over the past decade to scale with intention.

Starting as a two-person advisory team, John and his partner Chris Nowakowski grew their practice into a thriving firm—leaning on Nitrogen to build repeatable, compliant processes, streamline advisor workflows, and enable seamless model management. Learn how Nitrogen became a key part of their compliance toolkit and why it remains essential to their operations today.

What You’ll Learn:

• How to evolve Nitrogen usage as your firm scales
• Building repeatable KYC and compliance workflows
• Empowering advisors through centralized model uploads

Meet the speaker

John B. Petrick

Senior Managing Director, Perennial Financial Services