The Team
Our Advisory Team, our Client Services Team, and our Operations Team are distinct in their duties, but united in their goal to help you realize your personal vision of success.
This unique structure allows us to provide you with outstanding service,
while insulating you from the myriad details associated with the day-to-day
financial management.
Advisory Team
The Advisory Team serves you by helping you assess your dangers, strengths
and opportunities. Using this knowledge, they help you formulate your personal
vision and definition of success. This powerful vision then allows them to
develop effective financial and investment strategies focused on maximizing your
assets, enhancing the quality of your life and realizing your personal and
financial goals. Having taken you through this process, the advisory team serves
you on an ongoing basis as a financial coach and mentor. In addition to
developing client specific strategies, the Advisory Team also researches,
develops and manages all investments decisions and strategies.
Team Member Biographies
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.
Investment Services Team
The Investment Services Team is charged with effective, timely and accurate
implementation of investment strategies developed by the Advisory Team. The team
performs all trading functions, performance reporting, billing, rebalancing, and
trouble shooting functions. One of their most important functions is managing
your relationship with outside custodians and investment companies. One of the
most visible things they do is coordinate transfers and assure clients receive
distribution requests in a timely manner.
Administrative Team
The
Administrative Team manages behind-the-scenes functions designed to
support other Petersen Hastings team members with the single goal of delivering
you optimal service and an excellent experience. Some key areas the team is
specialized in are accounting, marketing, human resource, compliance, and
project management. Although you may not come into contact with members of the
Administrative Team as frequently as others from Petersen Hastings, they are
critical to the success of our day-to-day operations.
