Financial Advisor Magazine Names Petersen Hastings in 2022 RIA Survey & Ranking

Financial Advisor Magazine Top RIA Ranking Award 2022

Petersen Hastings, a nationally recognized, fee-only wealth management firm, is pleased to announce that it is once again included in the listing of Financial Advisor (FA) Magazine’s 2022 RIA Ranking. Financial Advisor Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary…

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Petersen Hastings Welcomes Lily McKeirnan as Associate Wealth Advisor

Welcome Lily McKeirnan to the Team

On July 11th, Petersen Hastings was proud to announce the addition of Lily McKeirnan as an Associate Wealth Advisor for the firm.  As an Associate Wealth Advisor at Petersen Hastings, Lily is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships.  Her beliefs in the…

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Petersen Hastings Welcomes Tavin Blair as Client Service Specialist

Welcome Tavin Blair to the Team

On June 13th, Petersen Hastings was proud to announce the addition of Tavin Blair as Client Service Specialist for the firm. As a Client Service Specialist, Tavin will work with other members of the client services team to facilitate the collaborative monitoring and updating of personal and corporate investment accounts, as well as maintain complex…

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Brandan Eckhardt Promoted to Marketing Manager at Petersen Hastings

Brandan Eckhardt headshot graphic promoting him as Marketing Manager

January 5, 2022 – Petersen Hastings is pleased to announce the promotion of Brandan Eckhardt to Marketing Manager. In this position, Eckhardt will oversee and lead the firm’s marketing and branding strategy, including oversight and planning of advertising, events, marketing communications, design, insights, web development, and social media. He will continue to work closely with…

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Petersen Hastings Welcomes Joshua Eslinger as Portfolio Analyst

Joshua Eslinger headshot graphic welcoming him to the team

On September 20th, Petersen Hastings was proud to announce the addition of Joshua Eslinger as a Portfolio Analyst for the firm. In this role, he is responsible for working with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include executing equity and fixed…

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Financial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking

FA Mag Award 2021

Petersen Hastings, a nationally recognized, fee-only wealth management firm, is pleased to announce that it is once again included in the listing of Financial Advisor (FA) Magazine’s 2021 RIA Ranking. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary assets reported…

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Petersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running

InvestmentNews Best Places to Work Award 2021 Multi Year Logo

Petersen Hastings, a Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington announced today it has been named one of InvestmentNews’ 2021 Best Places to Work for Financial Advisors in the nation. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire employees to…

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Scott Sarber, CFP®, AIF® Elected Board Chairman of Zero Alpha Group

Scott Sarber ZAG Board Chair Elect Graphic

Zero Alpha Group (ZAG), a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity, announced earlier the election of Petersen Hastings CEO, Scott Sarber, CFP®, AIF® as Chairman of its Board of Directors. Sarber was elected for the two-year term by ZAG board members at a December…

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Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year

CEFEX Mark

Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 13th 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 conformity to a recognized global standard…

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