Videos Financial Planning Video Resources

We’ve pulled together a few videos to provide you with quick overviews of our financial planning philosophy, investment strategy, technology platforms, team, and client testimonials.


Mark & Sheryl R.
Pam W.

Meet Our Team

Scott Sarber, CFP®, AIF® CEO | Senior Wealth Advisor
Matthew Neff, CRPC®, AIF® Director of Advisor Services | Senior Wealth Advisor
Blaine Carr, CPA, CFP®, AIF® Senior Wealth Advisor
Josh Chittenden, CFP®, AIF® Senior Wealth Advisor
Matthew Petersen, CTFA, AIF® Senior Wealth Advisor
Cory Briggs, CFP®, AIF® Senior Wealth Advisor | SmartVestor Pro
J.T. Lieuallen, CTFA, J.D. Senior Wealth Advisor | Walla Walla Office
John Keyes, CFP® Wealth Advisor | Walla Walla Office
Rachel Chacko, CFP® Associate Wealth Advisor | Walla Walla Office
Ben Tanke, AIF® Retirement Plans Advisor
Haley Johnson, AIF® Wealth Advisor
Cameron Ridgeway Associate Wealth Advisor
Lily McKeirnan Associate Wealth Advisor

Other Videos

Investment Confidence Commercial
A Trustworthy Financial Planner is Needed Now More Than Ever
Why Work With a CEFEX Certified Advisor?
Hypothetical Client Stories: Retiring Individual
Hypothetical Client Stories: Accumulator Family
Hypothetical Client Stories: Retiring Executive
Petersen Hastings Retirement Commercial: Winery
Petersen Hastings Retirement Commercial: Hiking
Petersen Hastings Retirement Commercial: Golfing
Petersen Hastings Unique Questions
Accredited Investment Fiduciary
A Unique Approach to Wealth Management
Evidence-Based Investing
Defining Zero Alpha Group
the Trusted Financial Path™