Posts by Jeff Petersen, CEO | Sr. Wealth Advisor

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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