Petersen Hastings Wealth Advisors, Inc.

James Lieuallen is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Petersen Hastings in 2023, he worked at Baker Boyer National Bank for ten years. Outside of his advisory role, he serves as president of two agricultural businesses, JTL Farming Inc. and Lieuallen Ranch Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors. The firm serves individuals, high-net-worth clients, institutions, and retirement plans, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Cameron Ridgeway is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with five years of industry experience. He has worked at Petersen Hastings Investment Management since 2017, with additional experience at Eastern Washington University and Isoray Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and more with discretionary investment management, financial planning, retirement plan consulting, and trust administration, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Joshua Chittenden is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. He holds a Series 65 credential and has 18 years of industry experience, including over 20 years with Petersen Hastings Investment Management. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and more than 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Mathew Legard is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Petersen Hastings, he worked briefly at Kellers Supply Co and was a student for nine years. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporations, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Haley Johnson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Petersen Hastings Investment Management since 2019. Prior to that, she worked at Charter College from 2014 to 2019. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors. The firm serves individuals, high-net-worth clients, institutions, and other organizations using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Scott Sarber is a financial advisor with Petersen Hastings Wealth Advisors, Inc. based in Kennewick, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2000, he has been associated with both Carlisle Social Investments LLC and Petersen Hastings Investment Management, Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

John Keyes is a financial advisor with Petersen Hastings Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Petersen Hastings in 2020, he worked at Cetera Investment Advisers LLC and Baker Boyer Bank. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Blaine Carr is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 65 credential and has been with Petersen Hastings Investment Management, Inc. since 2002. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and other entities using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Ben Tanke is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Petersen Hastings since 2016. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutions, using a predominantly passive, low-cost investment approach based on Modern Portfolio Theory.

Matthew Petersen is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Petersen Hastings Investment Management Inc. since 2013. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions through a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Cory Briggs is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Petersen Hastings Investment Management since 2016 and previously worked at Powell Christensen, Inc. in 2016. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, institutions, and insurance companies using a predominantly passive, low-cost investment strategy based on Modern Portfolio Theory.

Tanner Henson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Petersen Hastings, he held positions at Community First Bank / HFG Trust and worked in hospitality roles at The Coeur D'Alene Golf and Spa Resort and Columbia Point Golf Course. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm offers discretionary investment management, financial planning, retirement plan consulting, and trust administration, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Susan Larson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, J.P. Morgan, and New York Life Insurance Company. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and insurance company clients, using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Andrew Bennett is a financial advisor with Petersen Hastings Wealth Advisors, Inc. He holds a Series 65 credential and began his advisory career in 2022. Prior to joining Petersen Hastings Wealth Advisors in 2024, he worked as an independent contractor and at USAA. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions, employing a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Matthew Neff is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 credential and bringing 25 years of industry experience. He has worked at Carlisle Social Investments, LLC since 2002 and at Petersen Hasting Investment Management, Inc. since 1999. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.