Petersen Hastings Investment Management
Petersen Hastings is a successful independent financial advisory team of experienced, credentialed and multigenerational professionals who take their fiduciary role seriously in the service of clients.
"Petersen Hastings partnered with Evolve Partner Group this year to evaluate numerous business and organizational opportunities. As part of a strategic planning initiative, we were able to confirm our strategic priorities for the next decade and then build a practical implementation plan. The result has been clarity and accountability for everyone on our team, and a proven approach for making better business decisions in the firm."
-Jeff Petersen, President
Plan Sponsor Advisors
Plan Sponsor Advisors (PSA) is an independent, registered investment advisor and retirement plan consulting firm with headquarters in Chicago, Illinois. With over 100 years of investment and retirement plan experience, PSA delivers a wealth of knowledge and tools to assist plan sponsors in fulfilling their obligations.
"Our firm partnered with Evolve Partner Group to tackle a range of practice management opportunities. From reconfirming our firm's strategic direction to updating our compensation and path to partnership programs; from enhancing our recruiting and retention processes to rethinking our roles as principals, we are strongly positioned for growth and continued success."
-Don Stone and Jennifer Flodin, Co-Founders
Orchard View Farms
Orchard View Farms is a successful family-owned business transitioning leadership and strengthening its management team as a foundation for future growth.
"OVF has partnered with the Evolve consultants for more than three years to document and implement our strategic plan, support our leadership transitions, develop and strengthen our management team, and update our management compensation program. Their advice and counsel have contributed to the business success we enjoy today!"
-Brenda Thomas, President
Klein Honda
Klein Honda a dynamic dealership in western Washington preparing for future leadership needs by coaching and developing its young talent.
"Evolve is providing customized coaching to develop leadership competencies and management skills in my son and daughter. I'm pleased to see how each of my children has matured and flourished as a result of targeted support and guidance."
-Steve Klein, President
