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Constance G

Shreveport, LA

Hornor, Townsend & kent, LLC

Constance Green is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She has worked at Hornor, Townsend & Kent since 2019 and previously at LPL Financial. In addition to her advisory role, she is an agent for 1847 Financial, providing life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Rosario L

CFP®, ChFC®, Series 63

Melville, NY

Hornor, Townsend & kent, LLC

Rosario Lenzo III is a financial advisor at Hornor, Townsend & Kent, LLC with 39 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. Outside of his advisory role, he is involved in insurance sales and service through his brokerage, Empire Wealth Strategies, and also works with Lenzo Wealth Management focusing on client prospecting and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and non-discretionary oversight.

Business succession planning Wealth management
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Lisabeth D

Series 65, Series 63

Littleton, CO

Crestmark Wealth Group

Lisabeth Durbin is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. She is also involved in insurance brokerage, working as an agent for Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines broker-dealer services with investment advice and utilizes third-party asset managers in both discretionary and non-discretionary accounts.

Business succession planning Wealth management
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Gregory E

Series 63, Series 65

Poquoson, VA

Hornor, Townsend & kent, LLC

Gregory Earwood is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2009. Outside of his advisory role, he teaches courses at ECPI College of Technology and serves as a church steward at Liberty Baptist Church, where he participates in budget review and approval. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily delivered through third-party asset manager platforms. The firm emphasizes client-directed investment implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Mitchell R

CFP®, Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & kent, LLC

Mitchell Rubin is a CFP® with 29 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Next Financial Group, Inc. for 14 years and has operated an insurance brokerage and pension plan administration business. Rubin serves on the boards of several nonprofit organizations, including the Small Business Council of America and the Metropolitan Equestrian Team, and is involved in equestrian activities through his ownership of The Lara Group, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, featuring third-party asset manager relationships and discretionary and non-discretionary account options.

Business succession planning Wealth management
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Edward M

Series 63

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Edward Morrissey is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 37 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Midland National Life Insurance Company. He is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. Morrissey serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services including financial planning and consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Business succession planning Wealth management
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George B

Series 63, Series 65

Woodstock, GA

Hornor, Townsend & kent, LLC

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Beck is involved in life insurance sales and recruiting for multiple carriers through Strategic Planning Group. Hornor, Townsend & Kent serves a diverse client base, including individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Business succession planning Wealth management
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Gregory K

Series 63, Series 66

Houston, TX

Hornor, Townsend & kent, LLC

Gregory Kallus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Calderwood Financial Strategies, and several other firms. Kallus is also involved in insurance brokerage activities, focusing on insurance sales and service related to Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Business succession planning Wealth management
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Ethan P

Series 66

Creve Coeur, MO

Hornor, Townsend & kent, LLC

Ethan Phillips is a financial advisor at Hornor, Townsend & Kent, LLC with the Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Modern Wealth Solutions and has a diverse background including roles in education and plumbing and excavation. He is also active as an insurance agent with 1847 Financial and Continuity Planning Group, focusing on life insurance brokerage and financial planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Business succession planning Wealth management
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Pierce R

Series 65, Series 63

Springfield, MO

Hornor, Townsend & kent, LLC

Pierce Randolph is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Northwestern Mutual and The Penn Mutual Life Insurance Company. Randolph owns and operates Outdoor Life Productions, a bass fishing tournament series and media company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and integrates third-party asset manager relationships within its advisory platform.

Business succession planning Wealth management
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Cameron B

Series 63, Series 66

St Petersburg, FL

Hornor, Townsend & kent, LLC

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work history including roles at Penn Mutual Life Insurance Company and TQL. Barrier is also active as an insurance agent with New Day Financial Advisors, LLC, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms along with financial and retirement plan consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of its client assets on a non-discretionary basis.

Business succession planning Wealth management
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William C

CFP®, Series 66

Exton, PA

Hornor, Townsend & kent, LLC

William Chambley is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with Hornor, Townsend & Kent LLC since 2015 and also maintains a role with Penn Mutual Life Insurance Co. Outside of his advisory work, he is an agent at Keystone Financial Group, a multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Richard M

CFP®, Series 63, Series 65

Linwood, NJ

Hornor, Townsend & kent, LLC

Richard Micliz is a CFP® professional with 23 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2012. Outside of his advisory role, he is involved in insurance sales and comprehensive financial planning through several related business activities, including ownership of Comprehensive Planning Concepts and a strategic partnership with Baer Mallozzi Risk Management and Advisory Services, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a non-discretionary investment approach and offers a range of financial planning, consulting, and retirement plan services.

Business succession planning Wealth management
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Robert R

Series 63, Series 65

Montville, NJ

Hornor, Townsend & kent, LLC

Robert Rosenhouse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1989 and owns an insurance brokerage, Professional Planning Consultants, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment model.

Business succession planning Wealth management
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Joseph G

Series 63, Series 65

San Francisco, CA

Hornor, Townsend & kent, LLC

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Lenox Advisors, Mass Mutual Life, and MML Investors Services. He also engages in insurance brokerage activities through Empire Wealth Strategies, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Jeffrey C

Series 66

Chandler, AZ

Hornor, Townsend & kent, LLC

Jeffrey Carter is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and no prior industry experience. His background includes roles in mortgage lending and real estate, and he is also an owner and consultant of CTR Advisory Group, LLC, which advises senior management on operational efficiencies and strategies. Additionally, he works as an insurance agent specializing in life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Business succession planning Wealth management
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Glenn N

ChFC®, Series 63, Series 66

Oshkosh, WI

Hornor, Townsend & kent, LLC

Glenn Nelson Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has been associated with Penn Mutual Life Insurance and Hornor Townsend & Kent since 2011. Nelson serves on the Board of Directors for the Evergreen Foundation, a nonprofit supporting retirement communities for those aged 55 and older. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms and consulting services.

Business succession planning Wealth management
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Micah W

Series 66

Conshohocken, PA

Hornor, Townsend & kent, LLC

Micah Wei is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and 22 years of industry experience. He previously worked at Advisor Group, Inc. for seven years and LPL Financial for four years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary advisory model.

Business succession planning Wealth management
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Joseph D

ChFC®

Seaville, NJ

Hornor, Townsend & kent, LLC

Joseph Di Marco Jr. is a ChFC® with two years of experience at Hornor, Townsend & Kent, LLC. He has prior experience with WCG Wealth Advisors, LLC and Treloar & Heisel, Inc., and has been associated with Penn Mutual Life Insurance Company for ten years. In addition to his advisory role, he is involved in insurance brokerage, including sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of advisory programs, financial planning, and retirement plan consulting.

Business succession planning Wealth management
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Gianna K

Series 66

Conshohocken, PA

Hornor, Townsend & kent, LLC

Gianna Kennedy is a Series 66-credentialed advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, where she has worked since 2004. She has 25 years of industry experience. Outside of her advisory role, she owns a business collecting, selling, and consigning vintage designer bags. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

Business succession planning Wealth management
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