THE PETERSEN HASTINGS TEAM
Donna joined the Petersen Hastings team in 2013 after having practiced as a CPA for nearly 20 years. This experience has provided her an extensive background in helping to service a variety of client’s financial and tax related needs. She’s passionate about helping people achieve their life financial goals and she particularly enjoys working closely with clients to provide advice on the challenges and complexities faced throughout the entire planning process.
Donna earned a Bachelor of Arts degree in accounting from Montana State University. She is professionally designated as a Certified Public Accountant and an Accredited Investment Fiduciary (AIF) and is currently a member of the National Association of Personal Financial Planners (NAPFA).
Donna has given her leadership and financial expertise to the community through serving on non-profit Boards and Advisory Committees. She currently serves on the Finance Advisory Board at her church and the local Advisory Committee for Catholic Family and Child Services. She also volunteers with the Tri-Cities Prep High School Booster Club among others. Donna, her husband and their son love to travel and enjoy outdoor activities including water and snow skiing, boating, camping, fishing, golf and tennis. She also likes to read and spend great times with extended family and personal friends.
Wealth Advisor Team
Human Capital Team
Client Services Team