Petersen Hastings Announces Four Employee Promotions
Petersen Hastings, an independent, Registered Investment Advisory (RIA) firm located in Kennewick and Walla Walla, WA is pleased to announce four recent promotions.
Donna Yakawich, CPA, AIF®, a practicing CPA for 20 years who joined Petersen Hastings as a Wealth Advisor in 2013, has been promoted to Senior Wealth Advisor. Donna is one of eight shareholders for the firm.
Cory Briggs, CFP®, AIF®, an experienced Wealth Advisor and Chairman of the Investment Committee who is a locally recognized SmartVestor™ investment professional for Tri-Cities and the surrounding area, has been promoted to Senior Wealth Advisor. Cory is also one of eight shareholders for the firm.
Haley Johnson, AIF®, a 2017 Washington State University graduate who joined the firm in 2019 as an Associate Wealth Advisor, has been promoted to Wealth Advisor.
Rachel Chacko, CFP®, joined Petersen Hastings as an Associate Wealth Advisor in 2022. Rachel comes from a Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. Rachel has been promoted to Wealth Advisor for the firm, serving our clients in Walla Walla and the surrounding area.
“These promotions reflect both our organization’s and team members’ commitment to our culture,” said Matthew Neff, Director of Advisor Services. “Specifically, they highlight our team members’ excellence to consistently putting their best foot forward and being growth minded, among our other cultural pillars. I look forward to their continued success, and most importantly, the positive impact they will have on our clients’ lives for years to come.”
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.