Posts by Brandan Eckhardt
Petersen 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…
Read MoreHaley Johnson of Petersen Hastings Wealth Advisors Named New Dave Ramsey SmartVestor Pro for Central Washington
Petersen Hastings Wealth Advisors is excited to announce that Haley Johnson, CFP®, AIF®, has been selected as the new Dave Ramsey SmartVestor Pro for Central Washington, which includes Yakima, Wenatchee, and Ellensburg regions. This appointment reinforces Petersen Hastings’ dedication to helping clients pursue financial peace and security through trusted, values-driven financial guidance. With the expansion,…
Read MorePetersen Hastings Wealth Advisors Welcomes Andrew Bennett as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Andrew Bennett as a Portfolio Analyst for the firm. As a Portfolio Analyst, Andrew will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. His focus includes executing security transactions, implementing asset allocation strategies, and…
Read MorePetersen Hastings Wealth Advisors Welcomes New Associate Wealth Advisors Nick Lindholm and Susan Larson
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, is pleased to announce the addition of two new Associate Wealth Advisors, Susan Larson and Nick Lindholm. Their expertise and passion for delivering personalized financial strategies align with the firm’s commitment to providing exceptional client service and impacting lives…
Read MorePetersen Hastings Wealth Advisors Promotes Cameron Ridgeway to Wealth Advisor
Petersen Hastings Wealth Advisors proudly announces the promotion of Cameron Ridgeway to the position of Wealth Advisor for the firm. Ridgeway joined Petersen Hastings as an Associate Wealth Advisor in 2020, first interning with the firm in 2017 and then again in 2019. During his tenure, he has embodied the firm’s mission and has demonstrated…
Read MorePetersen Hastings Wealth Advisors Ranked #17 in CNBC’s List of Top 100 Financial Advisory Firms for 2024
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #17 in the 2024 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 2024 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 sixth 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 Wealth Advisors Welcomes Mathew Legard as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Mathew Legard as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Hayden will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. A proud native of the Tri-Cities region, Mathew has…
Read MorePetersen Hastings Wealth Advisors Welcomes Hayden McEachen as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Hayden McEachen as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Hayden will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. The firm’s commitment to serving our clients at the highest level,…
Read MorePetersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 16th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors today announced formal achievement of Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. This makes Petersen Hastings part of the elite group of nearly 250 firms from around the world to successfully complete the…
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