Petersen Hastings Wealth Advisors Welcomes Tanner Henson as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Tanner Henson as a Portfolio Analyst for the firm. As a Portfolio Analyst, Tanner will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. Tanner’s duties will primarily include executing security transactions, reviewing and maintaining client account asset allocation targets, preparing financial reports, and providing general support and research of portfolio and investment strategies. His passion for helping others feel secure in their finances and reaching their financial goals, along with aligned cultural values, is what drove him to Petersen Hastings.
“We are thrilled to welcome Tanner to the Petersen Hastings team,” said Diane Gaines, Director of Client Operations. “His strong background in finance and genuine commitment to supporting clients on their financial journeys make him a natural fit for our firm. We are confident that his expertise and enthusiasm will be a tremendous asset both to our clients and to our team.”
Tanner was born and raised in Kennewick, WA. He attended Kamiakin High School, and then most recently Gonzaga University from which he graduated and obtained his Bachelor of Arts degree in Business Administration, with a concentration in Finance, in 2023.
Outside of work, Tanner has a passion for living a healthy lifestyle, one of the main cultural values we share at Petersen Hastings. His favorite activities include playing basketball, lifting weights, and golfing at local area golf courses.
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA serving clients throughout Eastern Washington and beyond. The firm manages over $1.2B in client assets. The deeply staffed team of 30+ team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visit www.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.