Petersen Hastings Announces Donna Yakawich & Diane Gaines as Newest Shareholders January 29, 2020
Petersen Hastings is proud to announce that Donna Yakawich, CPA, AIF®, Wealth Advisor and Diane Gaines, Manager of Operations, are the firm’s newest shareholders. This leadership addition will bring Petersen Hastings’ total shareholders to eight.
“Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement succession through training, mentoring, and developing our team members. Petersen Hastings is confident that Donna and Diane will carry out the client-centered culture, deliver the highest quality of service in all areas, and continue as key leaders in defining the future of the firm.”
Meet the New Shareholders
Donna joined the Petersen Hastings team in 2013 after having practiced as a Certified Public Accountant (CPA) for nearly 20 years. This experience has provided her an extensive background in helping to service a variety of client’s financial and tax related needs. As a Wealth Advisor for the firm, her primary responsibility includes advising and managing a segment of Petersen Hastings private wealth management clients. As a CPA and Accredited Investment Fiduciary® (AIF®), Donna is able to live her passion daily by helping people achieve their life financial goals and working closely with clients to provide advice on the challenges and complexities faced throughout the entire planning process.
Diane joined Petersen Hastings in February of 2001. As the Manager of Operations, Diane oversees the daily operations and portfolio administrative needs of the firm. Additionally, she leads the daily requirements of the firm’s relationship with its many custodians and other operational systems. Diane has held a role on multiple boards and committees within her tenure including: Zero Alpha Group’s (ZAG) iRebal & Technology Committee and TD Ameritrade’s Operations Panel. She currently holds roles on ZAG’s Trading & Operations Committee, and Orion’s Advisory Board.
Petersen Hastings is a Registered Investment Advisor located in Kennewick, WA. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs. Our multigenerational team of experienced and credentialed professionals delivers innovative solutions through The Trusted Financial PathTM to enhance and preserve wealth.
For additional information contact Scott Sarber at 509-735-0484 or email@example.com.