Tanya Willoughby*Financial Services Representative
Phone: 425-641-8788 ext 229 Tanya is with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service. Tanya provides clients with planning for every aspect of life including: risk management, estate planning, retirement planning, college funding, investments, asset allocation, and business planning. She meets with clients personally to discuss and review their financial goals and objectives. She works with a team of advisors and specialists to analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc. Tanya is able to provide continuing service by meeting with her clients regularly as time goes on, maintaining a strong long-term relationship. She regularly monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This helps create a trusted bond between Tanya and her clients and helps ensure that each client’s strategy remains consistent with their changing goals, objectives, and circumstances. Tanya has successfully passed her Series 7 & Series 63 exams and holds her Washington State Life and Disability Insurance licenses. She graduated from Washington State University with a Bachelor’s degree in Business Administration with an emphasis in Finance. When she isn’t working, Tanya enjoys running, hiking, camping, going to Mariners games and spending quality time with her friends and family.
Licenses and Certificates
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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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