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

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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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Petersen Hastings Wealth Advisors Ranked #17 in CNBC’s List of Top 100 Financial Advisory Firms for 2024

CNBC FA Top 100 Announcement graphic

Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #17 in the 2024 CNBC Financial Advisor Top 100 list.  In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…

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Petersen Hastings Wealth Advisors Welcomes Tanner Henson as Portfolio Analyst

Press release announcement for Tanner Henson

Petersen Hastings Wealth Advisors is excited to announce the addition of Tanner Henson as a Portfolio Analyst for the firm. As a Portfolio Analyst, Tanner will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. Tanner’s duties will primarily include executing security transactions, reviewing and…

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Navigating Market Volatility with Confidence and Stability

At Petersen Hastings Wealth Advisors, our commitment to your financial well-being is our utmost priority. Lately, we have been getting questions pertaining to the market and its recent fluctuations.  We want to reassure you that we are monitoring your portfolio during these uncertain times and will make any changes that are necessary to ensure you…

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Petersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2024 List

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Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the sixth consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…

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