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Simon F

Series 66

Allentown, PA

Hornor, Townsend & Kent, LLC

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Business succession planning Wealth management
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Colton S

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Colton Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Outside of advisory duties, Schafer is also involved in multi-line insurance brokerage and handles event planning and compliance coordination for his team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA broker-dealer services, offering clients tailored investment strategies supported by a network of third-party asset managers.

Business succession planning Wealth management
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Michael S

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 13 years of experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center assisting families with autistic children in locating support services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Cory T

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and has operated Thatcher Benefit Planning, Inc. since 2003, focusing on life, health, and disability insurance brokerage. Thatcher is involved in multiple insurance-related business ventures, including ownership and agent roles in several life insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered advisory and broker-dealer platform with a significant asset base, offering tailored investment strategies and relationships with third-party asset managers.

Business succession planning Wealth management
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Jon M

ChFC®, Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Jon Maitz is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Maitz has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he operates a multi-line insurance brokerage and is involved in financial planning services and property management activities. 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 discretionary and non-discretionary investment options and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Business succession planning Wealth management
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Michael R

CFP®, Series 63, Series 66

Allentown, PA

Hornor, Townsend & Kent, LLC

Michael Rothrock is a Certified Financial Planner® with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2014 and also works with Penn Mutual Life Insurance Company. Rothrock operates a life insurance brokerage under the name Rock Capital Group, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with substantial assets under management and maintains various third-party asset manager relationships.

Business succession planning Wealth management
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Jacqueline G

Allentown, PA

Hornor, Townsend & Kent, LLC

Jacqueline Gleason is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She has been the owner of J. Gleason Associates LLC since 2017, providing tax preparation, bookkeeping, payroll services, and business administration. Additionally, she is involved in insurance brokerage through 1847Financial, 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 programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages assets through various third-party asset manager relationships under a dual registration structure.

Business succession planning Wealth management
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Todd N

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company and GBB & Company, where he was a partner providing tax preparation and auditing services. Newcomer serves as a board member of the Little Free Library nonprofit organization. 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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Craig S

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA practice focused on tax preparation and accounting services. Schafer is involved in multiple business activities, including life insurance brokerage and retirement plan consulting under the 1847 Financial and 1847 Wealth Advocate brands. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, working with third-party asset managers and providing both discretionary and non-discretionary account options.

Business succession planning Wealth management
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John V

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

John Verish is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company, Lincoln Investment, and Global Atlantic Financial Group. Outside of his advisory role, he is actively involved in insurance brokerage and provides accounting and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage, and investment advisory services.

Business succession planning Wealth management
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Alexander R

Allentown, PA

Hornor, Townsend & Kent, LLC

Alexander Riley is an advisor at Hornor, Townsend & Kent, LLC with one year of experience. He is also the owner of Riley Rodzianko & Company Inc., a CPA and accounting firm providing accounting, consulting, bookkeeping, and tax preparation services since 2016. 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 operates both advisory programs and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Michael E

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Michael Engler Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. Engler is involved in community efforts as a board member and co-chairman of the Lehigh Valley Business Group, which promotes resource awareness for families in the Lehigh community. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion dollar asset base and providing clients with tailored investment strategies through a network of advisers and third-party asset managers.

Business succession planning Wealth management
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Kevin K

Series 63, Series 65

Allentown, PA

Hornor, Townsend & Kent, LLC

Kevin Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Kennedy participates in the 1847 Phil Raymond Charitable Foundation, a nonprofit supporting the professional development of financial professionals. 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 operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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