Petersen Hastings Announces Four Employee Promotions

Image of Donna Yakawich, Cory Briggs, Rachel Chacko, and Haley Johnson announcing their 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…

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Petersen Hastings Announces Cory Briggs as Newest Shareholder

Image of Cory Briggs profile shot and text announcing him being a new 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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Petersen Hastings Welcomes Savannah Walker as Client Service Specialist

Savannah Walker web press release graphic

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…

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Voted Tri-Cities Best Financial Planner

TC Best Award

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.

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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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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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