Cory Briggs, CFP®, AIF®
Cory enjoys researching markets and strategies which are important for making good financial decisions. As a Senior Wealth Advisor at Petersen Hastings, he believes in teaching and working alongside clients so they better understand their financial situation and can achieve peace of mind. Cory is recognized by Dave Ramsey as a SmartVestor™ investment professional for Tri-Cities and…
Read MoreBlaine Carr, CPA, CFP®, AIF®
The investment arena is flooded with salespeople, however, Blaine is not one of them. Since 2002, Blaine has been a dedicated member of the Petersen Hastings team. As an informed consumer, Senior Wealth Advisor, and shareholder, he takes pride in working with a team that promotes its financial expertise rather than an inventory of commission-paying…
Read MoreRachel Chacko, CFP®
Rachel Chacko joined Petersen Hastings as an Associate Wealth Advisor in July of 2022. She was soon promoted to Wealth Advisor in January of 2023. Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. Rachel’s desire to continue working for…
Read MoreJosh Chittenden, CFP®, AIF®
Josh has a passion for financial planning that started early in his life. In 1996, Thomas Stanley wrote a book titled, “The Millionaire Next Door.” This book helped shape the interest he has in financial planning and helping people achieve their goals. Josh’s favorite part of being an advisor is meeting with his clients, helping…
Read MoreHaley Johnson, CFP®, AIF®
Haley Johnson joined Petersen Hastings as an Associate Wealth Advisor in August of 2019. She was promoted to Wealth Advisor in January of 2023. As a Wealth Advisor and SmartVestor Pro at Petersen Hastings, Haley is passionate for helping the people in her community avoid financial pitfalls and find greater long-term success, which directly reflects…
Read MoreJohn Keyes, CFP®
John Keyes joined the Petersen Hastings team as a Wealth Advisor in February of 2020. As a Wealth Advisor, John enjoys building a lasting relationship and trust with his clients. John believes that taking the time to get to know his clients and understand their goals on a personal level enables him to team with…
Read MoreSusan Larson
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…
Read MoreNick Lindholm
Nick Lindholm joined the Petersen Hastings team as an Associate Wealth Advisor in October of 2024. He offers a strong work ethic and a strong passion for helping clients achieve financial freedom. Nick is committed to providing his acquired knowledge and problem-solving attitude to supplement our experienced advisory team. Nick was raised in Kennewick, WA.…
Read MoreMathew Legard
Mathew Legard joined Petersen Hastings Wealth Advisors as an Associate Wealth Advisor in April 2024. A proud native of the Tri-Cities region, Mathew has long admired Petersen Hastings for its unwavering commitment to clients, adherence to the fiduciary standard, and shared values, making his decision to join the firm an easy one. With a genuine…
Read MoreJ.T. Lieuallen, CTFA, J.D.
As a Senior Wealth Advisor, J.T. is committed to helping his clients attain financial security, enjoy the lifestyle they have worked hard to achieve, and establish legacy plans. He takes the time to understand his clients’ values, needs, and how best to guide these individuals and families through their financial journey. J.T. joined Petersen Hastings…
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