Petersen Hastings Announces Matthew Petersen as New Shareholder January 3, 2019
Petersen Hastings is proud to announce that Matthew Petersen, CTFA, AIF®, Wealth Advisor and CCO, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to six.
“Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement succession through training, mentoring, and developing our team members. Petersen Hastings is confident that Matthew will carry out the client-centered culture, deliver the highest quality of service in all areas, and continue as a key leader in defining the future of the firm.”
Matthew’s primary responsibilities at the firm include managing private wealth management clients, corporate retirement plans, nonprofits, and businesses, as well as overseeing the compliance of the firm as Chief Compliance Officer. As a Certified Trust and Financial Advisor (CTFA) and an Accredited Investment Fiduciary®(AIF®), Matthew is able to live his passion daily of achieving client success and creating/facilitating solutions for complex financial, estate, and investment matters.
Matthew joined Petersen Hastings in 2013 as the third generation Petersen at Petersen Hastings. He is proud to work alongside his father, Jeff Petersen, and continue the legacy his grandfather and Petersen Hastings founder, Jim Petersen, began in 1962.
Petersen Hastings is a Registered Investment Advisor located in Kennewick, WA. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs. Our multigenerational team of experienced and credentialed professionals delivers innovative solutions through The Trusted Financial PathTM to enhance and preserve wealth.
For additional information, contact Scott Sarber at 509.735.0484 or firstname.lastname@example.org.