In The News
Voted Tri-Cities Best Financial Planner
Thank you Tri-Cities for voting us as the Best Financial Planner in the Tri-City Herald’s TC Best Magazine! It is truly an honor to be recognized for our steadfast commitment to helping improve the lives of our clients and the community at large for six-plus decades.
Read MoreFinancial 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 MoreJeff Petersen to Officially Retire after more than 35 Years of Service
A Note from CEO, Scott Sarber In 1986, James Petersen, the founder of Benefits Northwest (now Petersen Hastings) asked his son Jeff to go on a “ride along” with him to a client meeting. That experience propelled Jeff into a career lasting more than 35 years of helping businesses and people achieve their financial goals.…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 14th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce their recertification from the Centre for Fiduciary Excellence (CEFEX) for the 14th 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…
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…
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