Petersen Hastings Wealth Advisors Welcomes New Associate Wealth Advisors Nick Lindholm and Susan Larson
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, is pleased to announce the addition of two new Associate Wealth Advisors, Susan Larson and Nick Lindholm. Their expertise and passion for delivering personalized financial strategies align with the firm’s commitment to providing exceptional client service and impacting lives beyond money.
Susan Larson, a Tri-Cities native, joins Petersen Hastings with over a decade of experience in the financial services industry and holds numerous securities licenses, including the Series 6, 63, 7, 65, and SIE. Susan brings a strong commitment to helping others and a passion for delivering personalized financial advice. She was drawn to Petersen Hastings because of its alignment with her values and dedication to client relationships. Outside of work, Susan enjoys spending time with her family, cooking, gardening, and supporting her local community.
Nick Lindholm, also a Tri-Cities native, earned his Bachelor of Science degree in Personal Financial Planning from Central Washington University in 2024, where he also excelled as a pitcher on the college baseball team. With a strong work ethic and a passion for helping clients achieve financial freedom, Nick brings valuable knowledge in retirement, investment, and estate planning to the Petersen Hastings team. He is excited to join a firm where client relationships and tailored financial guidance are at the core of every decision. Outside of work, Nick enjoys golfing, hunting, fishing, and mentoring local youth baseball players.
“We are thrilled to have Susan and Nick join our growing team,” said Matt Neff, Director of Advisor Services. “Cultivating talent and expertise is at the heart of our commitment to providing exceptional service and guidance to our clients. I am confident that Susan and Nick will have a direct and positive affect on our current and future clients’ continued success.”
Nick and Susan will be working closely with the firm’s Advisory Team to provide data research, modeling, advisory support, and more assistance, while ensuring a seamless experience for our clients.
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA serving clients throughout Eastern Washington and beyond. The firm manages over $1.2B in client assets. The deeply staffed team of 30+ team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visit www.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.