- Petersen HastingsWealth Advisor, 2013 - presentPetersen Hastings provides comprehensive wealth management, which is the combination of both investment management and financial planning. We undergo a rigorous examination of our investment processes by the Centre for Fiduciary Excellence (CEFEX), and we continue to hold the CEFEX Investment Advisor Certification by demonstrating our conformity to CEFEX Fiduciary Practices. We are fee-only, which means the only compensation we receive is from our clients. We are independent, which allows us to make the best decisions for our clients without the restrictions and influence of an outside corporate entity.
I am the third generation Petersen to work for the over 50 year old Petersen Hastings with Jim Petersen as founder and Jeff Petersen as the current CEO. As a wealth advisor, I work collaboratively and cohesively with the Petersen Hastings team to facilitate the creation and implementation of comprehensive financial plans, as well as investment management for both individuals and corporate retirement plans. I am proud to be a fiduciary to our clients.
I am active board member with the Benton Franklin Boys and Girls Club. I am involved with the Lourdes Foundation, and I am an active member of the Columbia Center Rotary Club.
On a personal note, I am a University of Oregon graduate, Go Ducks! I’m a foodie, which comprises of venturing off to find new and delicious dining. Food of course needs drink; I also spent time visiting craft breweries and craft beer businesses, as well as visiting wineries. One of my favorite things is sharing those experiences with family and friends. I stay physically active as a competitive level tennis player, runner, and through high-intensity functional training.
- University of Oregon2009