Petersen Hastings Unveils New Brand to Better Reflect its Services, Deep Bench of Expertise, and Culture

Petersen Hastings Wealth Advisors (formerly Petersen Hastings), a nationally and locally recognized, fee-only Registered Investment Advisory (RIA) firm headquartered in Kennewick, unveiled its “Where You’re Invested” rebrand today that includes a new company logo, brand style, and tagline. The revitalization of the firm’s brand is aligned with a modern and cohesive image as Petersen Hastings Wealth…

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Petersen Hastings Earns Coveted Spot in Financial Advisor Magazine’s 2023 Top Registered Investment Advisor (RIA) List

FA Magazine Top RIA Ranking award graphic

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…

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Petersen Hastings Earns Fiduciary Excellence Certification

Image of PH advisor and client meeting with overlay graphic of CEFEX logo

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…

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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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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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