Josh Beck
Josh Beck joined the Petersen Hastings team as the Financial Controller in September of 2019. In this role, Josh was primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm. In 2022, his role elevated to Director of Administration – expanding his primarily responsibilities…
Read MoreAndrew Bennett
Andrew Bennett joined Petersen Hastings Wealth Advisors as a Portfolio Analyst in November of 2024. As a Portfolio Analyst, Andrew is excited to apply his love for data and problem-solving to help optimize client portfolios. He focuses on executing security transactions, implementing asset allocation strategies, and providing financial reports that give clients clarity and confidence…
Read MoreCierra Castona
Cierra Castona joined Petersen Hastings as a Marketing Specialist in March of 2022. As Marketing Specialist, Cierra assists the Marketing Manager in delivering effective marketing solutions that will help build the firm’s brand identity and assist in reaching client growth and retention goals. Her passion for working with a firm that is committed to the…
Read MoreCassie Cornwell
Cassie Cornwell joined the Petersen Hastings team as a Client Service Specialist in July of 2015. In 2022, she was promoted to Senior Client Service Specialist. Her role is to facilitate the collaborative monitoring and updating of personal and corporate investment accounts, as well as maintaining complex financial reports while prioritizing the requests and needs…
Read MoreBrandan Eckhardt
Brandan Eckhardt joined the Petersen Hastings team as Marketing Coordinator in June of 2018 and was promoted to Marketing Manager in December of 2021. As the Marketing Manager, Brandan’s role is to lead the firm’s marketing and branding strategy, including oversight and planning of advertising, events, marketing communications, design, insights, web development, and social media.…
Read MoreSavannah Fritts
Savannah Fritts joined Petersen Hastings Wealth Advisors as an Office Administrator in February of 2024. Savannah was drawn to this role by the promise of greater challenges in accounting, as well as the alignment of Petersen Hastings’ culture with her own values. With a focus on integrity and fostering deep connections, Savannah brings a unique…
Read MoreTanner Henson
Tanner Henson joined Petersen Hastings as a Portfolio Analyst in September of 2024. As a Portfolio Analyst, Tanner will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. Tanner’s duties will primarily include executing security transactions, reviewing and maintaining client account asset allocation targets,…
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 MoreLily McKeirnan
Lily McKeirnan joined Petersen Hastings as an Associate Wealth Advisor in July of 2022. As an Associate Wealth Advisor at Petersen Hastings, Lily is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships. Her beliefs in the firm’s investment philosophy, fiduciary standard, and core values…
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