Alyssa Jarman is with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers 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.
Alyssa provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. She meets with clients personally to discuss and review their goals and objectives. She then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals.
Alyssa is able to provide continuing service by meeting with her clients regularly as time goes on, maintaining and building upon a strong relationship. She monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Alyssa and her clients and helps ensures that each client's strategy remains consistent with changing goals, objectives and circumstances.
Alyssa successfully passed her Series 7 & Series 66 exams and holds her Washington State Life, Long Term Care and Disability Insurance licenses. She graduated from Seattle Pacific University with a Bachelor's degree in Business Administration. Alyssa remains active in the SPU community through her involvement in the Seattle Pacific Alumni Association. She enjoys taking walks around Greenlake, trying new recipes, and kayaking with her family in the Tri Cities.