Diane Gaines
Investment Services

Diane oversees the daily operational and administrative needs of the Investment Services team and backs up the Chief Compliance Officer as necessary. Additionally, she spearheads the daily requirements of the Firm’s relationship with its two custodians.

Diane holds an Associate Arts & Science Degree from Columbia Basin College, Washington. She is a member of the Zero Alpha Group (“ZAG”) Operation & Financial Planning Committee and serves on the Alpha Board for Fiserv by testing new technology and providing feedback.

Diane enjoys reading, playing with her children, and spending time with friends and family. Diane serves our community by helping Habitat for Humanity, Sharefest, and Walk America. Diane joined Petersen Hastings in February of 2001.

Contact Information: dianeg@petersenhastings.com
 

Serena Dotson
Investment Services

Serena monitors the daily trade reconciliation between the Firm and its custodians, sets-up and closes accounts as well as supporting the Firm’s Advisers with form preparation. She also works with Diane on client reporting.

Serena is a graduate of Walla Walla Community College, Washington, holds her Applied Arts & Sciences Associate Degree in Business Management.

Serena dances for Tri-Cities Fever and assists with coaching the Eastern Washington Elite Dance team. Serena participates in Habitat for Humanity, Second Harvest food drives, and Hurricane Katrina Victim blanket drive. Serena joined Petersen Hastings in August of 2005.

Contact Information: serenad@petersenhastings.com

Josh Chittenden
Investment Services

Josh renders administrative support in the areas of trade placement, distributions, account transfers, and investment research projects for the Advisers.

Josh earned his Bachelor of Business Administration Degree, with emphasis in Finance & Marketing, from Gonzaga University. Josh is a CFA Candidate.

Josh spends his free time collecting baseball cards, supporting the Gonzaga Bulldogs, golfing, rock climbing, bungee jumping, and go-cart racing. Josh has assisted low-income families and elderly people prepare their taxes, at no cost, by participating in a Tax-Aide program. Josh joined Petersen Hastings in July of 2006.

Contact Information: joshc@petersenhastings.com

Kathryn Risch
Investment Services

Kathryn began her professional career with Emjay and Milliman USA in Wisconsin then relocated to Kennewick and first joined Petersen Hastings in October 1992. She worked closely with the Investment Advisers and staff to establish clearly defined policies and procedures to implement the appropriate controls for administering first-class qualified retirement plans.

Kathryn left Petersen Hastings in 1999 to pursue other career interests, but returned in November 2006. As an Investment Services team member, she is dedicated to operations-related functions of the Firm. She has an extensive background in managing all aspects of qualified retirement administration, cultivating cohesive and effective teams by championing quality, integrating team efforts and building a depth of expertise.

Kathryn earned a Bachelor of Arts Degree in Business Administration from the University of Wisconsin-Milwaukee.

Kathryn serves our community through the American Red Cross as a Disaster Services Volunteer and member of the Real Heroes Breakfast Fundraiser Planning Committee.

Contact Information: kathrynr@petersenhastings.com