Our Team

A team to build your dream.

Our team culture helps shape your financial future.

Each member of our organization brings expertise and experience to the table to give you our best possible advice and solutions. We build our advisor team through training, an all-encompassing team approach, and a strong culture of shared excellence that extends to each client.

Position

Location

Josh Beck 2022 Outdoor Profile Shot

Josh Beck

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Andrew Bennett

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Cory Briggs Header Image

Cory Briggs, CFP®, AIF®

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Blaine Carr 2022 Header

Blaine Carr, CPA, CFP®, AIF®

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Cierra Castona

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Rachel Chacko 2022 Header

Rachel Chacko, CFP®

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Josh Chittenden Header Image

Josh Chittenden, CFP®, AIF®

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Cassie Cornwell Header Shot

Cassie Cornwell

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Brandan Eckhardt 2022 Header

Brandan Eckhardt

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Savannah Fritts

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Diane Gaines 2022 Header Image

Diane Gaines

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Tanner Henson header photo

Tanner Henson

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Haley Johnson 2022 Header Headshot Photo

Haley Johnson, CFP®, AIF®

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Alexa Kestler header image

Alexa Kestler

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John Keyes 2022 Header

John Keyes, CFP®

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Susan Larson Header Image

Susan Larson

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Nick Lindholm header image

Nick Lindholm

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Mathew Legard Header Photo

Mathew Legard

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J.T. Lieuallen Web Header

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

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Lily McKeirnan

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Matt Neff, CRPC®, AIF®

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Sean O'Keefe indoor photo

Sean O’Keefe, CPFA®

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Amy Owen website header image

Amy Owen

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Matthew Petersen 2022 Header

Matthew Petersen, CTFA, AIF®

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Olivia Ransier

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Cameron Ridgeway

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Scott Sarber 2022 Header

Scott Sarber, CFP®, AIF®

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Ben Tanke 2022 Header

Ben Tanke, AIF®

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Ana Torres 2022 Header

Ana Torres

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Savannah Walker

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Donna Yakawich 2022 Header

Donna Yakawich, CPA, AIF®

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family-in-park-300

Two locations, ready to serve.

Petersen Hastings is a fee-only, independently registered investment advisor (RIA) headquartered in Kennewick, Washington, and Walla Walla, Washington, and serving families nationwide.

Our advisors hold many certifications and designations including Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and others. Our firm serves as trusted stewards to help you grow and preserve your wealth.

Tri-Cities

Office Hours
Monday - Friday
8:00 AM - 5:00 PM

P: (509) 735-0484
T: (800) 441-4412

8203 West Quinault Avenue, Suite 101
Kennewick, WA 99336

PH Kennewick Office Lobby

Walla Walla

Office Hours
Monday - Friday
8:00 AM - 5:00 PM

P: (509) 735-0484
T: (800) 441-4412

15 West Alder Street
Walla Walla, WA 99362

PH Walla Walla Office

When you work as a team, you win as a team.

Learn more about our firm’s awards and recognitions.

Disclosure

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Petersen Hastings is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Petersen Hastings by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Petersen Hastings does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

We’re part of your community.

Every year, Petersen Hastings team members find countless opportunities to support education and human services throughout the Tri-Cities, Walla Walla, Yakima, and Spokane.

Our employees generously and enthusiastically participate in numerous activities from volunteering at local schools, adopting a family at Christmas, and financially supporting charitable organizations. We’re proud to contribute to the well-being of our communities.

Supporting charities of choice.

We encourage our employees to give back to the community by compensating them for their volunteer efforts and offering a charitable match program. We allot corporate dollars to each employee so they can support the charity of their choice.

Our team supports many organizations in our community.

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