Posts Tagged ‘Announcements’
Petersen Hastings Announces Four Employee 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…
Read MorePetersen Hastings Announces Cory Briggs as Newest 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,…
Read MorePetersen Hastings Welcomes Savannah Walker as Client Service Specialist
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…
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 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 MoreScott Sarber, CFP®, AIF® Elected Board Chairman of Zero Alpha Group
Zero Alpha Group (ZAG), a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity, announced earlier the election of Petersen Hastings CEO, Scott Sarber, CFP®, AIF® as Chairman of its Board of Directors. Sarber was elected for the two-year term by ZAG board members at a December…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 13th 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 MoreWealth Advisor, John Keyes, Earns the CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings is proud to announce that John Keyes of Petersen Hastings has earned the CERTIFIED FINANCIAL PLANNER™ certification. This brings the firm’s total CFP® professionals to seven. “Obtaining the CFP® certification is a significant achievement in the financial industry because it requires the comprehension of a very large body of knowledge in financial planning, and…
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