Associate Wealth Advisor

Overview

Susan Larson joined the Petersen Hastings team as an Associate Wealth Advisor in October 2024. She was drawn to the firm by their aligned core values, with her personal life philosophies. As an empathetic relator and team player, Susan brings a passion for helping others, along with a commitment to delivering personalized financial advice that impacts lives beyond money.

Born and raised in the Tri-Cities, Susan has spent most of her life in the community she proudly calls home. After starting her career in the financial sector in 2004, she took time off to serve as a full-time homemaker for eight years. She returned to the workforce in 2014, earning her securities licenses in 2018, and now holds the Series 6, 63, 7, 65, and SIE credentials. Her extensive experience includes roles in insurance, customer service, and financial services.

Outside of work, Susan enjoys spending quality time with her beloved family. The activities they enjoy doing together include cooking, disc golfing, traveling, and caring for their family pets. As a lifelong NFL fan, Susan enjoys cheering on the Seahawks. She also takes joy in hosting family dinners and decorating her home for the many special occasions she celebrates with loved ones.

Certifications & Accolades

  • Series 6, 63, 7, 65, SIE.

Top 5 Gallup StrengthFinder Themes

  • Empathy
  • Relator
  • Positivity
  • Discipline
  • Connectedness