Our Team Experienced Credentialed Fiduciaries

Josh Beck joined the Petersen Hastings team as the Financial Controller in September of 2019. In this role, Josh is primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm moving into the future. Petersen Hastings’ commitment to financial stewardship for their clients and the firm’s deep roots within the communities they serve attracted Josh in becoming a member of the team as these values align closely with his own. Josh is excited to be a part of serving Petersen Hastings’ growing client base in meeting their and the firm’s financial needs.

Josh was born and raised in the Lower Yakima Valley of Washington. He graduated from Pacific University (Forest Grove, OR) in 2011 where he earned his Bachelor of Arts in Economics and was a captain on the Varsity Football Team. Following graduation, Josh began his career in the financial institution industry where he served most recently as the Executive Vice-President and Chief Financial Officer of Lower Valley Credit Union (Sunnyside, WA) for seven years. While working in the financial institution industry, Josh earned numerous certifications in the areas of financial management and compliance, was quoted and cited in numerous industry publications, and graduated and earned Honors from the prestigious Western CUNA Management School based at Pomona College (Claremont, CA). During this time, he also was an active member of the Credit Union Economics Group (CUEG) which met with the President and Executive Committee of the San Francisco Federal Reserve on an annual basis. Josh’s involvement in the community includes serving as the Rotary President of the Sunnyside Noon Rotary Club (2016) and as the active Treasurer on the Board of Directors and Finance Committee Chairman of the Yakima Valley Community Foundation.

When away from his desk at Petersen Hastings, Josh appreciates his time relishing in all sorts of outdoor activities. He enjoys hiking, hunting, fishing, camping, competing in sports, training in karate, and barbequing. Commonly, he can be found at a concert or festival venue, out at a community event, or running up too high of a score on the golf course. Josh has a very close relationship with his family, significant other, and friends, most of which are conveniently located throughout the Columbia Basin and Yakima Valley. Josh is enthusiastic to join his financial knowledge and skill set with the rest of the expertise of the Petersen Hastings team to ensure the historic financial success of the firm continues to thrive!

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