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Petersen Hastings Investment Management, Kennewick, WA. - Petersen Hastings, an independent investment advisor founded in 1962, manages assets through a strategy of asset allocation and indexing. The firm serves its clients - including retirement plans, trusts, non-profit organizations, foundations and established individuals - using its proprietary Disciplined Wealth Solution™ and Core Values Investment Program™, which is a solution for socially responsible investing. Petersen Hastings is on the Web at www.petersenhastings.com.
Jeffrey C. Petersen, CFP® - Jeff joined Petersen Hastings in 1986, and is the Managing Director. He also helps clients as a financial advisor. Jeff graduated from Central Washington University with a degree in Business Administration. He is an active member of the Financial Planning Association, Western Pension Conference, Association for Investment Management and Research, and the Seattle Society of Financial Analysts. He currently serves on the Lourdes Health Network Hospital Board.
Scott A. Sarber, CFP® - Scott joined Petersen Hastings in 1995, and is the Vice President. He is responsible for the marketing activities, and serving clients as a financial adviser. Scott graduated from Eastern Washington University with a degree in Business Administration, emphasis on finance and economics. Scott is a regular member of the CFA Institute and the Seattle Society of Financial Analysts, and the Financial Planning Association.
Roger I. Hastings, CFP® - Roger joined Petersen Hastings in 1976, and is the President of Petersen Hastings. He also provides advice to clients to help them achieve their goals. He earned his B.A. degree in economics from Washington State University and continued his education at the New York Institute of Finance. He is an active member of the Institute of Certified Financial Planners and the Western Pension Conference.
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