Matthew J. Worthington, AAMS*Financial Advisor
Phone: 425-641-8788 ext 234 After graduating from Seattle Pacific University in 1994, Matt lived in California and then North Carolina for 8 years, working for a publishing company. In 2003, Matt decided to make a career change and move back to the Northwest. He began advocating as a Financial Advisor for his clients, by joining A.G. Edwards at Carillon Point in Kirkland. In February of 2009, upon seeing the need for independence after the sale of AG Edwards to Wachovia & Wells Fargo, Matt made the decision to join Pacific Capital Resource Group, Inc. in Bellevue, Washington. Pacific Capital is a financial services firm striving to provide quality advice, effective implementation, and superior service to their individual and corporate clients. Pacific Capital provides financial and insurance services designed to help clients make informed and independent financial decisions. They do this by focusing on what is best for the client and building long-term relationships founded on mutual trust and respect. Matt believes saving, protecting, and financial planning are life-long events. Coupled with proper perspective and on-going risk management, you have the foundation for successful giving and resource utilization. Areas of Focus Matt and his team specialize in providing comprehensive financial planning and consulting services to individuals and businesses, helping with retirement planning, college funding, insurance, investments, employee benefits, business transition, professional money management, asset allocation and estate planning. Securities and investment advisory services offered exclusively through HTK. Matt meets with clients to review their current financial situation and to discuss their short, medium, & long -term objectives. He will analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Once the plan has been implemented, Matt meets with his clients on a regular basis to review their portfolio, address their changing needs and goals, and adjust their plan accordingly. Matt holds securities licenses for Washington, Oregon, California, Georgia, Utah, Illinois, North Carolina, DC, Delaware, Virginia & Mississippi as well as Life, Disability & Long Term Care Insurance. Matt lives in Downtown Bellevue with wife, Mindy, and sons, Jay & David. In his free time, Matt enjoys reading, eating, supply-side economics, golf, theology & politics. All you need for a great dinner and fellowship with friends. Licenses and Certificates · Seattle Pacific University -1994 Graduate
· Puget Sound Christian Health Clinic – Board Member
· AAMS, Accredited Asset Management Specialist –College of Financial Planning
· Life, Disabilit,y, Long-Term Care & Health Licensed
· Registered Representative of Hornor, Townsend & Kent, Inc.
· Investment Advisor Representative of Hornor, Townsend &Kent, Inc.
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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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