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-adviser training and ongoing educational programs. She also developed and implemented firm-level and adviser-level marketing programs.
As the Vice President - Operations, Shayla oversees her team's efforts in areas such as new business processing, underwriting efficiency, relationships with other professional advisers, adviser licensing & contracting, internal and external production reporting, and other operational activities.
Pacific Capital Resource Group, Inc. is a relationship-based financial services firm striving to provide quality advice, effective implementation, and superior service to our individual and corporate clients. Dedicated to the highest ethical standards, Pacific Capital provides comprehensive financial and insurance services. We focus on building long-term relationships founded on a mutual trust and respect.
In her role as a Financial Adviser, 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 exclusively through Hornor, Townsend & Kent, LLC.
Shayla was born and raised in Washington and currently resides in Bellevue with her son Brennen and daughter Raina.
LICENSES & CERTIFICATIONS
- Certified Financial Planner™ professional
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- University of Washington Graduate
- 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, LLC (Passed the Series 7 Exam)
- Investment Advisor Representative of Hornor, Townsend, & Kent, LLC (Passed the Series 66 Exam)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CA Insurance Lic. #0E21418