Posts by Brandan Eckhardt
Financial 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 MorePetersen Hastings Welcomes Rachel Chacko as Associate Wealth Advisor
On July 1st, Petersen Hastings was proud to announce the addition of Rachel Chacko as an Associate Wealth Advisor for the firm. Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. As an Associate Wealth Advisor at Petersen Hastings, Rachel…
Read MorePetersen Hastings Welcomes Tavin Blair as Client Service Specialist
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…
Read MoreBrandan Eckhardt Promoted to Marketing Manager at Petersen Hastings
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…
Read MorePetersen Hastings Welcomes Joshua Eslinger as Portfolio Analyst
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…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2021 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 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…
Read MorePetersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running
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…
Read MoreScott Sarber, CFP®, AIF® Elected Board Chairman of Zero Alpha Group
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…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year
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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