Lynn McKelvey*

Lynn McKelvey*

Financial Advisor

Phone: 503-352-0618 ext 204
Fax: 503-352-0619
E-mail:

Lynn McKelvey is a Financial Advisor with Pacific Capital Resource Group, Inc., a Northwest financial services firm committed to improving the financial lives of clients throughout the Northwest.  Lynn has been in financial services since 1993 and specializes in working with trust and estate clients and business owners building long-term relationships founded on trust and mutual respect.  She has extensive experience in trust and estate management including trust creation, administration, and distribution.  Lynn works closely with her clients’ attorneys and CPAs to help ensure both client and trust objectives are met.

 

Pacific Capital is dedicated to the highest ethical standards while providing financial and risk management services with the objective of helping individuals and businesses prepare for a secure financial future.  Securities and Investment advisory services are offered exclusively through HTK.

 

Born and raised in Oregon, Lynn resides in West Linn with her husband George and daughter Brooke.  In her spare time, she enjoys time with her family, tennis, hiking, cross-country skiing, and trips to Central Oregon.

 


Areas of Focus: 

  • Business Planning
  • Charitable Giving
  • Estate Planning and Wealth Transfer
  • Investment Management
  • Retirement Planning and Retirement Plan Design
  • Risk Management
  • Tax Planning
  • Wealth Accumulation

 
Licenses & Achievements:

  • Graduate of Pepperdine University, Masters in Business Administration
  • Graduate of Whitman College, Bachelor of Arts in Math, Minors in Economics and French
  • Insurance licensed for Life, Health, Long-term Care, and Disability
  • Registered Representative of Hornor, Townsend, & Kent, Inc.
  • Investment Advisor Representative of Hornor, Townsend, & Kent, Inc.