Petersen Hastings Welcomes J.T. Lieuallen to Growing Walla Walla Team
Petersen Hastings is proud to announce the addition of J.T. Lieuallen as a Senior Wealth Advisor for the firm, joining our growing team in Walla Walla, WA. J.T. brings over 15 years of trust and financial advisory experience to the firm, focusing on fiduciary asset management and succession planning in Walla Walla and the surrounding area. As a Senior Wealth Advisor, J.T. is committed to helping his clients attain financial security, enjoy the lifestyle they have worked hard to achieve, and establish legacy plans. He takes pride in deeply understanding his clients’ values, needs, and how best to guide them through their financial journey.
“Petersen Hastings is committed to strengthening our presence in Walla Walla and the surrounding area with experienced, high-caliber individuals,” said Matt Neff, Director of Advisor Services. “Aside from the great depth and expertise, J.T. brings a genuine care and passion of people which is the core of the culture at Petersen Hastings. It is an exciting time as we are not only expanding our Walla Walla talent, but also finalizing plans for our new office space for our clients and team in the area.”
J.T.’s career began as an attorney in Pendleton, Oregon, where he enjoyed helping clients establish estate and legacy plans, organize business entities, and successfully navigate complex trust and probate responsibilities. He earned a Bachelor of Science in Finance from Linfield College, and Juris Doctor while attending the University of Oregon School of Law. Additionally, he maintains the professional accreditation of Certified Trust and Financial Advisor (CTFA) through the Institute of Certified Bankers.
In the community, J.T. supports the Children’s Home Society of Walla Walla as a Council Member and enjoys volunteering his time to the United Way of the Blue Mountains. His other passions include overseeing his family farm in Umatilla County, forestry stewardship, spending time with his family outdoors, and raising a small cattle herd. To learn more about J.T., click here.
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 scotts@petersenhastings.com.