Posts Tagged ‘Announcements’
Petersen Hastings Opens Second Location, Adds New Advisor
Petersen Hastings, an independent registered investment advisory firm, headquartered in Kennewick, WA, announced today the opening of a new office in Walla Walla, WA. The office is located in the historic downtown Drumheller Building at 5 West Alder Street, Suite 317. With the expansion announcement, comes the addition of a new wealth advisor. Petersen Hastings…
Read MorePetersen 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 MorePetersen Hastings Announces Matthew Petersen as New Shareholder
Petersen Hastings is proud to announce that Matthew Petersen, CTFA, AIF®, Wealth Advisor and CCO, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to six. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement…
Read MorePetersen Hastings Welcomes Brandan Eckhardt as Marketing Coordinator
On June 11, Petersen Hastings was proud to announce the addition of Brandan Eckhardt as Marketing Coordinator for the firm. Brandan will provide market strategies that will assist the firm in achieving their top-of-mind brand awareness and client acquisition goals. “I am thrilled to welcome Brandan to our team,” said Lynn Ramos, Director of Human…
Read MoreJosh Chittenden Announced as Petersen Hastings Shareholder
Petersen Hastings is thrilled to announce that Josh Chittenden CFP®, AIF®, Wealth Advisor, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to five. Josh has over 11 years of experience with Petersen Hastings. He exemplifies the vision and values of the firm, and it is apparent through his passion,…
Read MorePetersen Hastings Welcomes Cameron Ridgeway as Operations/Marketing Intern
On June 21, 2017, Petersen Hastings invited Cameron Ridgeway to join our team for the Summer Internship program. Cameron will provide support to and gain first-hand knowledge of the Operations and Marketing departments. The internship program spans from June through August. Lynn Ramos, Human Capital Director of Petersen Hastings said, “We have identified internship programs…
Read MorePetersen Hastings Welcomes Bailey Rivas as Associate Wealth Advisor
On June 19, 2017, Petersen Hastings announced that Bailey Rivas joined the firm as an Associate Wealth Advisor. Bailey will provide financial planning and investment management services to Petersen Hastings’ client relationships. Scott Sarber, president of Petersen Hastings said, “Bailey is an exciting addition to our growing team. He is a talent that will represent…
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