A Guide to Vacationing on the Baby Steps

Your old crew from college is begging you to meet up in Chicago, your spouse wants to whisk you away to a weekend getaway in the mountains, and your kids want to see The Wizarding World of Harry Potter—everywhere you look, vacation is calling your name! But you’ve been following the Baby Steps, and now, you’re…

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What Is a Real Estate Investment Trust (REIT)?

So, you’re curious about hopping into the real estate investing game, and you’ve heard that a real estate investment trust (REIT) is a great way to enter that space. Well, that definitely can be true! REITs are a passive landlord’s dream since they don’t require you to perform constant maintenance on a property or find…

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Cameron Ridgeway Attains CERTIFIED FINANCIAL PLANNER™ Certification

Cameron Ridgeway CFP Announcement

Petersen Hastings Wealth Advisors is proud to announce that Wealth Advisor Cameron Ridgeway, CFP®, has successfully earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, further enhancing the firm’s commitment to excellence in financial planning. Cameron’s accomplishment brings the total number of CFP® professionals at Petersen Hastings to eight. The CERTIFIED FINANCIAL PLANNER™ certification is a distinguished…

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Petersen Hastings Wealth Advisors Welcomes Olivia Ransier as Client Service Specialist

Petersen Hastings Wealth Advisors is delighted to welcome Olivia Ransier as a Client Service Specialist. With a strong commitment to helping others, Olivia’s passion for delivering exceptional client support perfectly aligns with the firm’s mission to provide meaningful financial guidance and outstanding service. Olivia brings a wealth of experience in client relations, having previously worked…

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Petersen Hastings Wealth Advisors Acquires Orren Financial Services Inc.

Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, announced the acquiring of Orren Financial Services Inc., a Registered Investment Advisor providing financial planning and investment management services. Orren Financial was founded by Dennis Orren in 1999 and manages approximately $32 million for individuals and families in the…

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Haley Johnson of Petersen Hastings Wealth Advisors Named New Dave Ramsey SmartVestor Pro for Central Washington

Haley Johnson SmartVestor Pro Central Washington Announcement

Petersen Hastings Wealth Advisors is excited to announce that Haley Johnson, CFP®, AIF®, has been selected as the new Dave Ramsey SmartVestor Pro for Central Washington, which includes Yakima, Wenatchee, and Ellensburg regions. This appointment reinforces Petersen Hastings’ dedication to helping clients pursue financial peace and security through trusted, values-driven financial guidance. With the expansion,…

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Petersen Hastings Wealth Advisors Welcomes Andrew Bennett as Portfolio Analyst

Announcement graphic for Andrew's press release

Petersen Hastings Wealth Advisors is excited to announce the addition of Andrew Bennett as a Portfolio Analyst for the firm. As a Portfolio Analyst, Andrew will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. His focus includes executing security transactions, implementing asset allocation strategies, and…

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Petersen Hastings Wealth Advisors Welcomes New Associate Wealth Advisors Nick Lindholm and Susan Larson

Announcement graphic for Nick and Susan

Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, is pleased to announce the addition of two new Associate Wealth Advisors, Susan Larson and Nick Lindholm. Their expertise and passion for delivering personalized financial strategies align with the firm’s commitment to providing exceptional client service and impacting lives…

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