As a wealth advisor at Petersen Hastings, I am privileged to do what I love - help people to achieve their goals and objectives. My unique ability to interpret and analyze complex financial scenarios empowers understanding and inspires confidence and trust in those I serve. My responsibilities ...more

As a wealth advisor at Petersen Hastings, I am privileged to do what I love - help people to achieve their goals and objectives. My unique ability to interpret and analyze complex financial scenarios empowers understanding and inspires confidence and trust in those I serve. My responsibilities include overseeing client relationships, developing comprehensive planning strategies and coordinating implementation. Prior to joining the Petersen Hastings team, I spent 20 years practicing as a CPA in public accounting where I developed and extensive financial background and gained rich experience serving a wide diversity of clientele. As a primary fiduciary, Petersen Hastings Investment Management serves committed investors. Our multi-generational team of experienced and credentialed professionals delivers innovative solutions through the Trusted Financial Path™ to enhance and preserve wealth. I enjoy being involved in the community and offering my leadership skills and financial expertise by serving on non-profit Boards and Advisory Committees.less