Petersen Hastings Welcomes Savannah Walker as Client Service Specialist
On November 14th, Petersen Hastings was proud to officially announce the addition of Savannah Walker as Client Service Specialist for the firm. As a Client Service Specialist, Savannah will work with other members of the client services team to facilitate the collaborative monitoring and updating of personal and corporate investment accounts, as well as maintain complex financial reports, while prioritizing the requests and needs of our growing clientele.
“Our entire team is very excited to welcome Savannah to her role within our firm,” said Diane Gaines, Director of Client Service. “Her skills and passion for serving others makes her a great addition to our Client Services team and helps ensure that our clients continue to receive a unique and exceptional experience.”
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 scotts@petersenhastings.com.