Experience

Petersen Hastings

• United States
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor | Shareholder

  • Jul 2020 - Present

  Kennewick, Washington, United States Matthew teams with individuals and families, corporate retirement plans, nonprofits, insurance companies, and businesses to help them with their comprehensive financial needs. As our clients' primary fiduciary, we utilize The Trusted Financial Path™ to advise on numerous financial strategies to help them accumulate, maintain, and preserve their wealth.

• Wealth Advisor | Shareholder

  • Jan 2013 - Jun 2020

  Richland/Kennewick/Pasco, Washington Area



Savant Wealth Management

• United States
• Financial Services
• 200 - 300 Employee

• Intern

  • Aug 2012 - Nov 2012

  Rockford, Illinois Area Inputting financial statements for transfer reports and financial analysis, compiling net worth reports, advisor shadowing and interacting with clients, administrative tasks, and educational financial tasks with multiple departments.