Petersen Hastings Welcomes Lily McKeirnan as Associate Wealth Advisor July 21, 2022
On July 11th, Petersen Hastings was proud to announce the addition of Lily McKeirnan as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Lily is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships. Her beliefs in the firm’s investment philosophy, fiduciary standard, and core values are what drove her to Petersen Hastings.
“It is very exciting to see our firm continue to grow as we welcome Lily to her position within our firm,” said Matt Neff, Director of Advisor Services. “With both her background and passion for educating, I am confident that Lily will not only be a great team member, but also an educator and an advocate for our clients.”
Lily was raised in Walla Walla, WA. She earned a Bachelor of Science degree in Mathematics and a minor in Computer Science from Whitworth University in 2018. After graduation, Lily ventured to Thailand where she taught high school computer science, e-commerce, and English. Upon returning to the US, she obtained her Master in Teaching degree and then moved to Seoul, South Korea to teach elementary English. Her diverse background, passion, and heartfulness to educate makes her a great fit at Petersen Hastings. Lily is excited about her return home to continue her passion for serving and educating individuals to construct the financial life that they dream of.
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 committed investors with complex financial needs 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 firstname.lastname@example.org.