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Scott S
Series 63, Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Scott Sarber is a financial advisor with Petersen Hastings Wealth Advisors, Inc. based in Kennewick, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2000, he has been associated with both Carlisle Social Investments LLC and Petersen Hastings Investment Management, Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.
Blaine C
Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Blaine Carr is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, with 22 years of industry experience. He holds the Series 65 designation and has been with Petersen Hastings Investment Management, Inc. since 2002. Petersen Hastings serves a diverse client base including individuals, corporate pension and profit-sharing plans, trusts, charitable organizations, corporations, and other institutional clients. The firm employs a passive, low-cost investment approach grounded in Modern Portfolio Theory, offering discretionary investment management, financial planning, retirement plan consulting, and trust administration, alongside digital-managed account options and specialized retirement plan services.
Matthew N
Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Matthew Neff is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 credential and bringing 25 years of industry experience. He has worked at Carlisle Social Investments, LLC since 2002 and at Petersen Hasting Investment Management, Inc. since 1999. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.
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