Petersen Hastings Welcomes Rachel Chacko as Associate Wealth Advisor July 8, 2022
On July 1st, Petersen Hastings was proud to announce the addition of Rachel Chacko as an Associate Wealth Advisor for the firm. Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. As an Associate Wealth Advisor at Petersen Hastings, Rachel is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships.
“Our entire team is very excited that we continue to add high quality talent as we welcome Rachel to her position within our firm,” said Matt Neff, Director of Advisor Services. “With her experience working for a fellow Zero Alpha Group (ZAG) affiliated firm that practices a similar philosophy to ours, I am confident that Rachel will be a valuable addition to the Petersen Hastings team, our clients, and local community members.”
Rachel was raised in Ames, Iowa. She earned a Ph.D. in Music Theory from the University of Colorado in 2010. She also holds a Doctor of Musical Arts degree in flute performance and a Postgraduate Artist Diploma from a European conservatory. Before her role with Carlson Capital Management, Rachel was a tenured professor in the music department at Whitman College in Walla Walla. Dedicated to her career in wealth advising, she holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She is excited about her return to Washington State with her husband and two children.
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.
About Zero Alpha Group
Zero Alpha Group (ZAG) is a group of independent advisory businesses with the best minds in the investment industry. Through this group, member firms assist each other in financial planning techniques, portfolio construction, and additional management methods to enhance the client experience. Through the collective bargaining power of this group, member firms have access to investments and other resources not available to most advisors. To learn more about ZAG, visit www.ZeroAlphaGroup.com.