Shayla C. Lester, ChFC, CLU, CFP*Director of Operations/Financial Advisor
Phone: 425-641-8788 ext 243 Since joining Pacific Capital Resource Group, Inc. in 2002, Shayla has been involved in all aspects of our business. She has earned her Chartered Financial Consultant® and Certified Life Underwriter® designations, and also obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2007. Shayla begin by building her own financial planning practice and continues to service her clients today. In 2006, Shayla became the Director of Educational Development where she was responsible for building and coordinating new-advisor training and ongoing educational programs. She also developed and implemented firm-level and advisor-level marketing programs. As the Director of Operations, Shayla oversees her team's efforts in areas such as new business processing, underwriting efficiency, relationships with other professional advisors, advisor licensing & contracting, internal and external production reporting, and other operational activities. She also continues to oversee the firm marketing and educational programs. In her role as a Financial Advisor, Shayla and her team specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. She meets with her clients to review their current financial situation and discusses long and short-term objectives. She and her team then 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. Finally, after the plan is implemented, she will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly. Securities and Investment Advisory Services offered through Hornor Townsend & Kent, Inc. Shayla was born and raised in Washington and currently resides in Bellevue with her husband Greg and their 2 pets.
LICENSES AND CERTIFICATIONS • CERTIFIED FINANCIAL PLANNER™ professional • Chartered Financial Consultant® (ChFC®) • Chartered Life Underwriter® (CLU®) • University of Washington Graduate • Qualifying Member of the 2006 Million Dollar Round Table (MDRT) • 2005-06 Bellevue High School Drill Team Coach • Member of the University of Washington Alumni Association • Washington & Arizona Life, Disability & Long-Term Care Licensed • Registered Representative of Hornor, Townsend & Kent, Inc. (Passed the Series 7 Exam) • Investment Advisor Representative of Hornor, Townsend, & Kent, Inc. (Passed the Series 66 Exam) 
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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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