Client Services Team
Carol Harris |
Carol provides
administrative support to Jeff and Jim Petersen by scheduling
appointments, fulfilling client requests and assisting other team
members.
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Donna provides administrative support
to Scott Sarber and Bruce Billeter by scheduling appointments with
clients, managing client paperwork, and coordinating special client
requests. She also works closely with the Investment Services team.
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Linda
Kostenko |
Linda is
responsible for the firm’s recordkeeping requirements, including
accounts payable and receivable, bank reconciliations, general
ledger payroll, quarterly tax reporting; and FSA plan coordinator.
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Client Services Team
The Client Services Team is focused on delivering timely and excellent
client service. The team handles all administrative details related to
implementation of your investment and planning strategies. They help coordinate
scheduling between you, Petersen Hastings and outside professionals and
providers. They coordinate events and are responsible to assure client requests
are handled efficiently and conveniently. Most importantly, they serve as your
primary liaison to assure the Advisory Team, Investment Services Team and
outside providers efficiently coordinate efforts to simplify your life and help
you achieve your goals.
