Kyle has been with Pacific Capital Resource Group, Inc. since 2002. Born and raised in Haleiwa, HI, Kyle is a graduate of the University of Washington. Kyle also acts as an investment adviser representative for Hornor, Townsend & Kent, LLC (HTK).
Kyle is dedicated to providing optometrists with comprehensive financial services. The Optometric Resource Team is committed to building and protecting optometrists’ financial independence and focuses on long-term relationships founded on mutual trust and respect. He specializes in helping optometrists manage a diverse range of financial goals such as:
- Retirement planning
- Estate planning
- College funding
- Insurance (Life, Disability, Long term care)
- Investment planning*
- Professional money management*
- Asset allocation*
- Executive planning
Kyle lives in Kirkland, WA. As a resident of Kirkland, he has taught numerous seminars for seniors and business owners. He is also a member of the University of Washington Alumni Association and Business Networking International (Bellevue Chapter). Kyle also enjoys spending time with his wife Jessica and their two kids as well as going to Sounders and Seahawks games.
*Securities and investment advisory services offered through HTK.
CA Insurance Lic. #0E56578