Rachel Chacko, CFP®

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Rachel Chacko joined Petersen Hastings as an Associate Wealth Advisor in July of 2022.  She was soon promoted to Wealth Advisor in January of 2023.  Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years.  Rachel’s desire to continue working for…

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John Keyes, CFP®

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John Keyes joined the Petersen Hastings team as a Wealth Advisor in February of 2020. As a Wealth Advisor, John enjoys building a lasting relationship and trust with his clients. John believes that taking the time to get to know his clients and understand their goals on a personal level enables him to team with…

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J.T. Lieuallen, CTFA, J.D.

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As a Senior Wealth Advisor, J.T. is committed to helping his clients attain financial security, enjoy the lifestyle they have worked hard to achieve, and establish legacy plans.  He takes the time to understand his clients’ values, needs, and how best to guide these individuals and families through their financial journey. J.T. joined Petersen Hastings…

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