Lance E. Peters*Vice President / Financial Advisor
Phone: (425) 641-8788 After serving our country for six years in the Navy, in 1992, Lance began his career in the financial services industry in San Diego with one of the oldest and most prestigious insurance firms in the country as a financial planner. As a financial planner, Lance helped his clients in areas such life insurance, disability insurance, long-term care insurance, estate planning, and investment management. After nearly five years in San Diego, Lance and his wife, Heather decided to move back to Seattle, where Lance was born and raised. In Seattle, Lance worked at Washington State’s largest commercial bank as a Financial Consultant, helping the banks business customers with their investment needs. Lance then helped The Harris with their Private Client Group, open their doors in Seattle. As a result, Lance worked with high net-worth, ultra high-net worth individuals and non-profits with their investment management needs. In 2004, Lance joined Pacific Capital Resource Group and HTK, heading up HTK's Investment Department. Due to Lance’s background, he brings a rich perspective of investment management strategies to the advisors at Pacific Capital Resource Group and his clients.
As a Financial Advisor, Lance works to create financial solutions to help meet the needs of his clients. Lance and his team specialize in providing comprehensive financial planning and consulting services to individuals and businesses including: employee benefits, business transition, professional money management, retirement, college, insurance, investment and estate planning. Lance meets with clients to review their current financial situation and to discuss their long and short-term objectives. He will then analyze the information, determine which strategies will work best for specific client situations, and tailor a plan specifically to help meet their ever changing financial needs and goals. Securities and investment advisory services offered exclusively through HTK.
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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