Kyle Parsons*

Kyle Parsons*

Financial Advisor

Phone: 503-352-0618 ext 217
Fax: 503-352-0619
E-mail:


Pacific Capital Resource Group, Inc. is a relationship-based financial services firm seeking to provide quality advice, effective implementation, and superior service to their individual and corporate clients. Dedicated to the highest ethical standards, Pacific Capital provides financial and insurance services. We focus on building long-term relationships founded on a mutual trust and respect.

As an independent financial advisor, Kyle’s objective is to help his clients realize and exceed their goals utilizing a long-term relationship based approach. Kyle dedicates his time focusing on working with business owners and families in the areas of investment and risk management.  Securities and investment advisory services offered exclusively through HTK.

Kyle is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and/or strategies and, when meeting with each client, reviews their situation to keep them up to date. This creates a trusted bond between Kyle and his clients and helps ensure that each client’s strategy remains consistent with changing goals, objectives and circumstances. 

Kyle graduated from The University of Oregon with a Bachelor of Science degree in finance and a minor in economics. He was born and raised in Oregon and currently resides in Tualatin. In his free time Kyle enjoys basketball, racquetball and golf.

Licenses

  • Life & Health Insurance State of Oregon and Idaho
  • Registered Representative of Hornor, Townsend & Kent Inc. 
  • Investment Advisor Representative, Hornor, Townsend & Kent

Areas of Focus

  • Estate Planning & Charitable Planning
  • Investment Management
  • Retirement Planning
  • Business Continuation & Transfer
  • Buy/Sell Agreement Funding
  • Proactive Tax Deferral Strategies for Businesses
  • Qualified Retirement Plans
  • Deferred Compensation & Non Qualified Retirement Plans