Petersen Hastings Welcomes Josh Beck as Financial Controller
On September 25th, Petersen Hastings was proud to announce the addition of Josh Beck as Financial Controller for the firm. In this role, Josh is primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm moving into the future.
“Josh brings an exciting amount of experience to his position within our firm,” said Blaine Carr, Chief Financial Officer & Senior Wealth Advisor. “His background in the financial industry and commitment to financial stewardship and serving the needs of our clients aligns perfectly with the goals and objectives of our firm. I am confident that his expertise and values will be beneficial to the Petersen Hastings team, as well as for our clients.”
Josh was born and raised in the Lower Yakima Valley of Washington. He graduated from Pacific University (Forest Grove, OR) in 2011 where he earned his Bachelor of Arts in Economics. Following graduation, Josh began his career in the financial institution industry where he served most recently as the Executive Vice-President and Chief Financial Officer of Lower Valley Credit Union (Sunnyside, WA) for seven years. While working in the financial institution industry, Josh earned numerous certifications in the areas of financial management and compliance, was quoted and cited in numerous industry publications, and graduated from Western CUNA Management School based at Pomona College (Claremont, CA). Josh’s involvement in the community includes recently serving as the Rotary President of the Sunnyside Noon Rotary Club and as the active Treasurer on the Board of Directors and Finance Committee Chairman of the Yakima Valley Community Foundation.
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 scotts@petersenhastings.com.