On July 1st, Petersen Hastings was proud to announce the addition of Rachel Chacko as an Associate Wealth Advisor for the firm. Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. As an Associate Wealth Advisor at Petersen Hastings, Rachel is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships.
“Our entire team is very excited that we continue to add high quality talent as we welcome Rachel to her position within our firm,” said Matt Neff, Director of Advisor Services. “With her experience working for a fellow Zero Alpha Group (ZAG) affiliated firm that practices a similar philosophy to ours, I am confident that Rachel will be a valuable addition to the Petersen Hastings team, our clients, and local community members.”
Rachel was raised in Ames, Iowa. She earned a Ph.D. in Music Theory from the University of Colorado in 2010. She also holds a Doctor of Musical Arts degree in flute performance and a Postgraduate Artist Diploma from a European conservatory. Before her role with Carlson Capital Management, Rachel was a tenured professor in the music department at Whitman College in Walla Walla. Dedicated to her career in wealth advising, she holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She is excited about her return to Washington State with her husband and two children.
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