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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 has prior experience at KRS CPAs LLC and Tobin & Collins CPA PA. Outside of advisory work, he is involved in life insurance brokerage as a selling registered assistant. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms, financial planning, and consulting. The firm combines standard investment approaches with client-directed implementation and oversight.

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 credentials and bringing eight years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, Schafer is involved in insurance brokerage for multiple carriers and supports administrative functions including event planning and compliance coordination. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset managers, financial planning, and retirement plan consulting. The firm’s approach emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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 12 years of industry experience. He has been with 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 supporting families with autistic children. 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, managing the majority of client assets on a non-discretionary basis.

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, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and is the proprietor of Thatcher Benefit Planning, Inc., a life insurance brokerage he has owned since 2003. Thatcher is also involved with multiple insurance brokerage entities, focusing on sales and service for various carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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 ChFC® credentialed financial advisor with Hornor, Townsend & Kent, LLC, bringing 16 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, Maitz is actively involved in multi-line insurance brokerage through 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services that emphasize client-directed implementation and oversight. The firm manages a majority of its assets on a non-discretionary basis and offers financial planning, consulting, and retirement plan services through third-party asset managers.

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 CFP®-certified financial advisor with 27 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2014. He also holds roles in insurance brokerage and financial planning through his ownership of Rock Capital Group, where he provides life insurance sales and related financial services. Rothrock’s background includes work with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals—including high-net-worth clients—trusts, businesses, charitable organizations, and retirement plans by offering advisory services primarily through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and non-discretionary oversight, managing a significant portion of assets on a non-discretionary basis.

Business succession planning Wealth management
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Jacqueline G

Allentown, PA

Hornor, Townsend & kent, LLC

Jacqueline Gleason is a financial advisor with Hornor, Townsend & Kent, LLC and holds experience in accounting and tax preparation through her ownership of J. Gleason Associates LLC since 2017. She previously worked at Hoffman & West PC for ten years. Gleason also operates an insurance brokerage under the DBA 1847Financial, focusing on insurance sales including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services that emphasize client-directed implementation and oversight primarily on a non-discretionary basis. The firm integrates standard investment approaches and provides services through third-party asset managers and various advisory arrangements.

Business succession planning Wealth management
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Todd N

Series 65, Series 63

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 Series 65 and Series 63 credentials 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 for the Little Free Library nonprofit organization and is involved in community service through a local condo association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing billions in both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

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 firm specializing in tax preparation and accounting services. His other business activities include life insurance brokerage and retirement plan consulting under 1847 Financial and 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset managers, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.

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 with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, Global Atlantic Financial Group, and Lincoln Investment. In addition to his advisory work, he is involved in insurance brokerage as an agent for 1847Financial and provides tax preparation and accounting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and financial planning. 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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Alexander R

Allentown, PA

Hornor, Townsend & kent, LLC

Alexander Riley is affiliated with Hornor, Townsend & Kent, LLC and holds credentials as a CPA with over 10 years of experience in accounting and consulting through his ownership of Riley Rodzianko & Company. He joined Hornor, Townsend & Kent in 2025. Outside of his advisory role, he provides accounting, bookkeeping, and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services implemented primarily on a non-discretionary basis. The firm utilizes a range of investment approaches including asset allocation, diversification, and fundamental and technical analysis.

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, AXA Advisors, LLC, and Paychex Inc. Engler is involved in multiple insurance brokerage ventures and serves as co-chairman of the Lehigh Valley Business Group, which facilitates community resource awareness. 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 a registered investment adviser and broker-dealer, delivering a range of investment management and brokerage services supported by third-party asset manager relationships.

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 at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also works with Penn Mutual Life Insurance Company. Kennedy participates in the 1847 Phil Raymond Charitable Foundation, a nonprofit supporting the 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 combines advisory and broker-dealer services and employs a range of third-party asset manager relationships to tailor investment strategies for clients.

Business succession planning Wealth management
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