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CEO REPORT: James T. Petersen

February 5th, 2015

By Jeff Petersen, CFP®


With the recent passing of my father, these past several weeks have been difficult for both our family and the Petersen Hastings team. These past several weeks have also been very heartwarming; as there has been outpouring support from so many of our clients. Our family is appreciative and thankful for all of the cards, flowers, letters, e-mails, participation in Dad’s Celebration of Life and reception, and the many kind and thoughtful comments about Dad.

Dad was my mentor, father, and best friend. I was fortunate to work with my father since 1986. One of Dad’s proudest moments was when our son and his grandson, Matthew, joined the business in 2013. Matthew is very much like his grandfather, and when he showed interest in joining the business, you could easily feel “Grandpa’s” excitement about a 3rd generation Petersen in the business.

While we will all miss him greatly, his legacy will remain strong through our ongoing commitment to our clients at Petersen Hastings. As the Founder of Petersen Hastings, Dad was very clear about the company’s vision. If you take really good care of each and every client, the business will be successful. One of our long-time client’s wrote, “Your Dad firmly set the standards of integrity, honesty, and service in establishing Petersen Hastings, and that has continued, and flourishes to the present.”

I am grateful that each day we have the opportunity to celebrate Dad’s life by helping our clients, whether it is providing a solid investment solution, creating a financial plan, working with another multi-generational family business, or helping another grieving family cope with the loss of a loved one. On behalf of our family and the Petersen Hastings Team, thank you for this opportunity.