Qualifications

Personal

Born and raised in Waukesha, Wisconsin, currently resides in Kirkland, Washington  with his wife, Jan.  Eric is an avid outdoorsman where he enjoys skiing, hiking and riding his motorcycle.

Professional Background

You'll find Eric sharing his financial planning experience and expertise with a wide variety of clients.  Eric specializes in working with business professionals and physicians, along with local area business, by advising in areas that include retirement planning, estate planning, risk management, college funding, investments, professional money management, and executive planning.  Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK).

Dedicated to serving the complex planning needs of today, Eric has an unparalleled commitment to financial planning education obtaining the designations of Chartered Financial Consultant (ChFC®), Chartered Life underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®).  Eric has been a Financial Advisor with Pacific Capital Resource Group, Inc. since 2001.

Pacific Capital Resource Group, Inc. is a relationship-based financial services firm dedicated to providing to their individual and corporate clients quality advice, effective implementation and superior service.  We help our client's security and independence.  We focus on building long-term relationships founded on mutual trust and respect.

Licenses and Certifications

  • Bachelor's Degree, University of Wisconsin - Stout
  • Student of the American College
  • Washington Life, Disability, Medical and Long Term Care
  • Registered Representative & Investment Advisor of Hornor, Townsend & Kent, Inc.

Activities

Member, Master Builders Association of King and Snohomish Counties

 

 

* Hornor, Townsend & Kent, Inc. (HTK), a Registered Investment Advisor, member of FINRA/SIPC. Pacific Capital Resource Group, Inc. is independent of HTK and is a licensed insurance agency. - 1340168RM-Nov17