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Posts by Jeff Petersen, CEO | Sr. Wealth Advisor

CEO Report: Third Quarter

Jeff Petersen CEO Report - Petersen Hastings

Technology and Company Retirement Plans Technology can be a double-edged sword. Being able to conduct “face to face” meetings with participating parties spread out across the country or globe may result in a positive impact on productivity. On the other hand, the impact on productivity can turn negative when participants attempt to multi-task with “smart…

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CEO Report: Second Quarter

Jeff Petersen CEO Report - Petersen Hastings

There are so many team members that help to make Petersen Hastings one of the most successful independent wealth management organizations in Washington State. This quarter, I would like to single out and recognize the many years of service from one of our former wealth managers, Ken Jordan.  Ken was a wealth manager and CERTIFIED…

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CEO Report: First Quarter

Jeff Petersen CEO Report - Petersen Hastings

At Petersen Hastings we take our commitment to excellent service for our clients seriously. To fulfill our commitment, it is important to engage a talented team that embraces our mission and values. As part of this engagement, we undertook a firm wide strategy in 2017 to benchmark our practices with those recognized as top employers…

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CEO Report: Fourth Quarter

Jeff Petersen CEO Report - Petersen Hastings

As we welcome the New Year, we would like to share some exciting developments at Petersen Hastings. Effective, January 1st, Matthew Petersen is our newest shareholder. Matthew joined Petersen Hastings in January of 2013 and is a 3rdgeneration “Petersen” in the firm. In addition to being an excellent financial advisor — managing investments for families,…

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CEO Report: Third Quarter

Jeff Petersen CEO Report - Petersen Hastings

Fall has always been my favorite time of the year, with the crisp cool evenings, the trees lining the streets with beautiful rich color schemes, and fall sports returning to our Monday morning water cooler conversations. As I complete my 32nd fall season at Petersen Hastings, there have been many lessons learned as part of…

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CEO Report: Second Quarter

Jeff Petersen CEO Report - Petersen Hastings

It seems almost like yesterday that this former teaching tennis professional made the decision in 1986 to follow in my father’s footsteps and dive head first into the wealth management profession. There are a lot of similarities between the two professions. You need to have a disciplined approach, work hard on your craft, be a…

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CEO Report: First Quarter

Jeff Petersen CEO Report - Petersen Hastings

Over the next several years, when we look back on the first quarter of 2018, I believe it will be remembered as one of the most significant periods in the history of Petersen Hastings. Why?  We executed a formal succession plan to provide ownership continuity at Petersen Hastings for at least the next 10-20 years,…

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Special CEO Report

Jeff Petersen CEO Report - Petersen Hastings

Following yesterday’s record drop on Wall Street, the S&P 500’s price return for the past 12 months was “only” 15.5% (per today’s Wall Street Journal). If we ignored the magnitude of an over 1,000-point drop to the Dow Jones Industrial Average this week, we would be pleased with a return that is in excess of…

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Family Business Tool for Generational Success

Mitzi Perdue - How to make your family business last book cover

“I think you’re onto something super important!” This quote is from Mitzi Perdue, advisor to family businesses and author of “How To Make Your Family Business Last,” prior to the recent interview of Matthew and Jeffrey Petersen about the PGS Generational Assessment®. As a result of the partnership between PGS and Petersen Hastings, family business…

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