Posts by Brandan Eckhardt
Petersen Hastings Wealth Advisors Welcomes New Client Service Specialists: Elly Loera and Sarah House
Petersen Hastings Wealth Advisors is pleased to announce the addition of two new Client Service Specialists, Elly Loera and Sarah House, to the firm’s growing Client Services team. Both Elly and Sarah bring strong client-focused experience and a shared passion for helping others achieve their financial goals. Elly joined the firm in October 2025, drawn to the…
Read MorePetersen Hastings Wealth Advisors Welcomes Sarah Read as an Associate Wealth Advisor
Petersen Hastings Wealth Advisors is pleased to announce the addition of Sarah Read as an Associate Wealth Advisor. With more than a decade of experience building meaningful relationships through philanthropy, Sarah brings a passion for helping others achieve financial clarity and confidence. Drawn to Petersen Hastings for its strong reputation for integrity, client-centered service, and collaborative culture, Sarah…
Read MorePetersen Hastings Wealth Advisors Ranked #38 in CNBC’s List of Top 100 Financial Advisory Firms for 2025
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #38 in the 2025 CNBC Financial Advisor Top 100 list. In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2025 List
Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the seventh consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…
Read MorePetersen Hastings Launches Backpack Drive to Support Local Students
At Petersen Hastings, we believe in investing where it really counts – and that includes supporting the next generation as they prepare for a new school year. We’re excited to announce our Back-to-School Backpack Drive, running from July 21 through August 15, to benefit students in need across the Columbia Basin and Walla Walla Valley regions. Why a…
Read MorePetersen Hastings Wealth Advisors Welcomes Athena Bunata as Client Service Specialist
Petersen Hastings Wealth Advisors is proud to welcome Athena Bunata to the firm as a Client Service Specialist. Athena brings a strong foundation in customer service and a genuine passion for helping others – qualities that align closely with the firm’s mission to serve clients with care, integrity, and excellence. Her eagerness to grow in…
Read MoreCameron Ridgeway Attains CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings Wealth Advisors is proud to announce that Wealth Advisor Cameron Ridgeway, CFP®, has successfully earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, further enhancing the firm’s commitment to excellence in financial planning. Cameron’s accomplishment brings the total number of CFP® professionals at Petersen Hastings to eight. The CERTIFIED FINANCIAL PLANNER™ certification is a distinguished…
Read MorePetersen Hastings Wealth Advisors Welcomes Kyle Keck as Office Administrator
Petersen Hastings Wealth Advisors is pleased to announce the addition of Kyle Keck as Office Administrator. Kyle joins the firm with a strong background in accounting and a deep commitment to ethical and client-centered financial guidance. His decision to join Petersen Hastings was driven by his belief in doing the right thing and his alignment…
Read MorePetersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 17th Straight Year
Petersen Hastings is honored to announce that we have achieved the prestigious CEFEX® (Centre for Fiduciary Excellence) certification for the 17th consecutive year. This global certification continues to highlight our firm’s unwavering dedication to upholding the highest standards of fiduciary excellence, transparency, and professionalism in the financial services industry. The CEFEX certification is a formal…
Read MorePetersen Hastings Wealth Advisors Welcomes Olivia Ransier as Client Service Specialist
Petersen Hastings Wealth Advisors is delighted to welcome Olivia Ransier as a Client Service Specialist. With a strong commitment to helping others, Olivia’s passion for delivering exceptional client support perfectly aligns with the firm’s mission to provide meaningful financial guidance and outstanding service. Olivia brings a wealth of experience in client relations, having previously worked…
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