Petersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 16th Straight Year

After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors today announced formal achievement of Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. This makes Petersen Hastings part of the elite group of nearly 250 firms from around the world to successfully complete the…

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Haley Johnson Attains CERTIFIED FINANCIAL PLANNER™ Certification

Image of Haley Johnson with headline text for the press release.

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

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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 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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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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