Our Qualifications

We have been working with individuals and businesses in the area for several years. Each of our advisors has extensive personal and professional experience.  Many hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance products which provide solutions for you.

Here is Lorelle's experience:

Education and Registrations

  • Series 65 Investment Advisor Exam  2000
  • Life and Annuity Insurance Exam 1998
  • Series 63 Uniform State Exam 1989
  • Series 7 General Securities Exam 1985

Business Experience

  • 2009+ Pacific Capital Resource Group, Financial Advisor
  • 2000-2009 Smith Barney, Financial Advisor
  • 1986-2000 Smith Barney, Reg. Sales Asst.
  • 1980-1986 Smith Barney, Administration


  • Greater Seattle Business Association
    • Member since 2000
    • Board of Directors 2001-2005
    • Scholarship Chair 2002-2006
  • Center for Spiritual Living
    • Member since 2002
  • Habitat for Humanity 2002, 2007, 2012
  • City Year Volunteer 2006, 2007, 2008
  • The Pride Foundation 2007, 2008
  • WIFS member since 2016


  • Five Star Wealth ManagerSM, Seattle Magazine** 2012 to 2016
  • GSBA Business Leader of the Year 2007


**The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.Wealth managers do not pay a fee to be considered or awarded.  Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. 2,023 Seattle wealth managers were considered for the award; 530 (27 percent of the award candidates) were named Five Star Wealth Managers.  To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Listed entities are independent of and unaffiliated with HTK unless otherwise noted.