Posts by Brandan Eckhardt
Petersen 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…
Read MoreHaley Johnson Attains CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings Wealth Advisors is proud to announce that Haley Johnson, CFP®, AIF®, has successfully earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, further enhancing the firm’s commitment to excellence in financial planning. Haley’s accomplishment brings the total number of CFP® professionals at Petersen Hastings to seven. The CERTIFIED FINANCIAL PLANNER™ certification is a distinguished credential…
Read MorePetersen Hastings Unveils New Brand to Better Reflect its Services, Deep Bench of Expertise, and Culture
Petersen Hastings Wealth Advisors (formerly Petersen Hastings), a nationally and locally recognized, fee-only Registered Investment Advisory (RIA) firm headquartered in Kennewick, unveiled its “Where You’re Invested” rebrand today that includes a new company logo, brand style, and tagline. The revitalization of the firm’s brand is aligned with a modern and cohesive image as Petersen Hastings Wealth…
Read MorePetersen Hastings Earns Coveted Spot in Financial Advisor Magazine’s 2023 Top Registered Investment Advisor (RIA) List
Financial Advisor Magazine (FA Magazine) has released its highly anticipated annual Registered Investment Advisory (RIA) Survey and Ranking list, and Petersen Hastings is pleased to announce that we have once again secured a place among the top RIA firms in America. FA Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s…
Read MorePetersen Hastings Earns Fiduciary Excellence Certification
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions, for the 15th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies…
Read MorePetersen Hastings Welcomes J.T. Lieuallen to Growing Walla Walla Team
Petersen Hastings is proud to announce the addition of J.T. Lieuallen as a Senior Wealth Advisor for the firm, joining our growing team in Walla Walla, WA. J.T. brings over 15 years of trust and financial advisory experience to the firm, focusing on fiduciary asset management and succession planning in Walla Walla and the surrounding…
Read MorePetersen Hastings Announces Four Employee Promotions
Petersen Hastings, an independent, Registered Investment Advisory (RIA) firm located in Kennewick and Walla Walla, WA is pleased to announce four recent promotions. Donna Yakawich, CPA, AIF®, a practicing CPA for 20 years who joined Petersen Hastings as a Wealth Advisor in 2013, has been promoted to Senior Wealth Advisor. Donna is one of eight…
Read MorePetersen Hastings Announces Cory Briggs as Newest Shareholder
Petersen Hastings is proud to announce that Cory Briggs, CFP®, AIF®, Senior Wealth Advisor is the firm’s newest shareholder. This addition to ownership will bring Petersen Hastings’ total shareholders to eight. “Petersen Hastings is committed to our growth goals and increasing our number of high performing shareholders helps us achieve those goals,” said Scott Sarber,…
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