In The News
Petersen Hastings Named 2020 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Third Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2020 Best Places to Work for Financial Advisors in the nation for the third consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire…
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Our Operational Response to COVID-19
Scott Sarber Joins KNDU to Discuss COVID-19’s Impact on the Stock Market
Petersen Hastings Announces Donna Yakawich & Diane Gaines as Newest Shareholders
Petersen Hastings is proud to announce that Donna Yakawich, CPA, AIF®, Wealth Advisor and Diane Gaines, Manager of Operations, are the firm’s newest shareholders. This leadership addition will bring Petersen Hastings’ total shareholders to eight. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 12th Straight Year
Petersen Hastings in Kennewick, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 12th 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 of fiduciary excellence. …
Read MorePetersen Hastings Welcomes Josh Beck as Financial Controller
On September 25th, Petersen Hastings was proud to announce the addition of Josh Beck as Financial Controller for the firm. In this role, Josh is primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm moving into the future. “Josh brings an exciting amount…
Read MorePetersen Hastings Welcomes Haley Helland as Associate Wealth Advisor
On August 20th, Petersen Hastings was proud to announce the addition of Haley Helland as Associate Wealth Advisor for the firm. Haley will be part of a team assisting Lead Advisors in serving our clients’ planning and investment needs through a fiduciary standard of service. “Our entire team is very excited to welcome Haley to…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2019 RIA Survey & Ranking
Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor Magazine’s Top RIA Ranking with $670 million assets under management at the end of 2018. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and…
Read MorePetersen Hastings Named 2019 InvestmentNews’ Top 50 Best Places to Work for Financial Advisors Nationwide – Second Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2019 Top 50 Best Places to Work for Financial Advisors in the nation for the second consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage,…
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