Petersen Hastings Announces Cory Briggs as Newest Shareholder January 6, 2023
Petersen Hastings is proud to announce that Cory Briggs, CFP®, AIF®, Senior Wealth Advisor is the firm’s newest shareholder. This addition to ownership will bring Petersen Hastings’ total shareholders to eight.
“Petersen Hastings is committed to our growth goals and increasing our number of high performing shareholders helps us achieve those goals,” said Scott Sarber, CEO. “We are very pleased to add somebody with Cory’s level of skill and experience. Many financial firms never make it past their founding person, and as a result, lose their talented people. We have a systematic process to promote and reward people to ensure a sustainable business well into the future. This gives clients the stability of the advisor relationship that is so important to them.”
Meet the New Shareholder
Cory Briggs, CFP®, AIF® | Senior Wealth Advisor
Cory joined the Petersen Hastings team in 2016 after obtaining specialized financial experience through his tenure with Vanguard as an Equity Fund Financial Analyst. As a Senior Wealth Advisor at Petersen Hastings, he believes in teaching and working alongside clients so they better understand their financial situation and can achieve peace of mind.
Cory is recognized by Dave Ramsey as a SmartVestor™ investment professional for Tri-Cities and the surrounding area. He is also the Chairman of the Petersen Hastings Investment Committee. Cory holds a Master of Business Administration (MBA) degree in Finance from Washington State University and a Bachelor of Science degree in Business Administration from Central Washington University. He holds both CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations.
About Petersen Hastings
Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, WA. Originating in 1962, Petersen Hastings has continued to provide each client with a team experience through the Trusted Financial Path™ to enhance and preserve wealth. As a primary fiduciary, Petersen Hastings serves people to make a big impact in their lives by utilizing a comprehensive wealth management process that involves investment management, financial planning, and advanced estate, tax, trust, and retirement planning.
For additional information, visit our website at www.PetersenHastings.com or contact Scott Sarber by calling 509.735.0484 or emailing firstname.lastname@example.org.