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 in 2023 with over 15 years of trust and financial advisory experience, focusing on fiduciary asset management and succession planning. J.T.’s career began as an attorney in Pendleton, Oregon, where he enjoyed helping clients establish estate and legacy plans, organize business entities, and successfully navigate complex trust and probate responsibilities. He earned a Bachelor of Science in Finance from Linfield College, and Juris Doctor while attending the University of Oregon School of Law. Additionally, he maintains the professional accreditation of Certified Trust and Financial Advisor (CTFA) through the Institute of Certified Bankers.
In his community, J.T. supports the Children’s Home Society of Walla Walla as a Council Member and enjoys volunteering his time to the United Way of the Blue Mountains. His other passions include overseeing his family farm in Umatilla County, forestry stewardship, and raising a small cattle herd. For fun, J.T. spends his time outdoors with his family; kayaking, fly fishing, rockhounding, and golfing.
- Bachelor of Science in Finance
- Juris Doctor