Posts by Brandan Eckhardt
Petersen Hastings Welcomes Andrew Perez as Associate Wealth Advisor
On July 31st, Petersen Hastings was proud to announce the addition of Andrew Perez as an Associate Wealth Advisor for the firm. A class of 2023 graduate from Central Washington University, Andrew earned a Bachelor of Arts degree in Business Administration, specializing in Personal Financial Planning. As an Associate Wealth Advisor at Petersen Hastings, Andrew…
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,…
Read MorePetersen Hastings Welcomes Savannah Walker as Client Service Specialist
On November 14th, Petersen Hastings was proud to officially announce the addition of Savannah Walker as Client Service Specialist for the firm. As a Client Service Specialist, Savannah 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…
Read MoreVoted Tri-Cities Best Financial Planner
Thank you Tri-Cities for voting us as the Best Financial Planner in the Tri-City Herald’s TC Best Magazine! It is truly an honor to be recognized for our steadfast commitment to helping improve the lives of our clients and the community at large for six-plus decades.
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2022 RIA Survey & Ranking
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…
Read MorePetersen Hastings Welcomes Lily McKeirnan as Associate Wealth Advisor
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…
Read More