Posts Tagged ‘Announcements’

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…

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…

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…

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…

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,…

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…

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…