Kurt D. Jonson, CLU, ChFC, CFP*

President

Phone: (425) 641-8788
Fax: (425) 641-8778
E-mail: kjonson@pcrg.com

After graduating from the business school at Washington State University with emphasized studies in Finance and Accounting, Kurt began his career in the financial services industry when he joined Hornor, Townsend and Kent, Inc., (HTK). At that time, the Kirkland branch of HTK consisted of four financial professionals and staff. Today, Pacific Capital Resource Group, Inc., an independently licensed insurance agency, consists of nearly forty advisors and staff.

In 1995, Kurt began his career in management after a successful start to building his financial planning practice. Kurt has won nine consecutive International Management Awards from GAMA International for management excellence including First In Class in 2003. As the President of Pacific Capital, Kurt accepted the Chairman’s Trophy awarded to Pacific Capital by Penn Mutual in 2003. Kurt’s prior Penn Mutual awards include Silver Medal Sales Manager for 1998, Gold Medal Sales Manager for 1999 and 2000.

As a producer for Pacific Capital, Kurt has been recognized as a leading producer having earned Penn Mutual’s Royal Blue Club in multiple years and is a Million Dollar Round Table qualifier.

Kurt earned the Chartered Financial Consultant’s designation in 1998 and the Chartered Life Underwriter designation 1999 from The American College of Bryn Mawr, Pennsylvania. He became a Certified Financial Planner in 2000.  He is an Investment Adviser Representative of Hornor, Townsend and Kent, Inc. and Advisory Resource Group, LLC, a Registered Investment Adviser registered solely in the state of Washington.  Kurt is also a Registered Representative of HTK.

Kurt is a member of many industry and community associations including GAMA International, National Association for Insurance and Financial Advisors, The Society for Financial Service Professionals, Penn Mutual General Agents Association, GAMA Under 40 Study Group, The Futures Study Group, Bellevue Chamber of Commerce, The Harbor Club and Bear Creek Country Club.

Kurt lives in Woodinville, Washington with his wife Stacie and their three daughters Rachel, Anna and Christina.