Boca Raton, FL North Military Trail Office

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. His career background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Company, and prior service with the West Palm Beach Police Department and the United States Army Reserves. He is also involved in financial consulting and insurance brokerage through Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 registrations and bringing 38 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and multiple financial services firms. He also operates an insurance brokerage under the name 1847Financial, focusing on multi-line insurance 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, managing over $8 billion in discretionary assets through a platform that includes third-party asset manager relationships.

Michael Rosenzweig is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® designation and Series 63 license. He has 43 years of industry experience, having been associated with Hornor, Townsend & Kent and Penn Mutual Life since 1979. He is also an author of the book "Regenerating Success," published by the American College in 2014. Rosenzweig serves on several boards, including the Anti-Defamation League Florida board and the Greater Boca Raton Estate Planning Council, and is a trustee of the Morikami Museum and Japanese Gardens. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment management solutions.

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.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual, among others. Outside of his advisory work, he serves as a youth sports coach and participates on the board of directors for Aurelius Legacy Partners, assisting with complex estate planning and life insurance strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage capabilities along with third-party asset manager relationships.

Bashar Baraz is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, and Capital Financial Strategies. Baraz is also involved in insurance brokerage activities under the firms BarazFin and 1847Financial, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of custody, execution, and brokerage capabilities with discretionary and non-discretionary account options.

Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors. Outside of his advisory work, Latourette is involved in life insurance brokerage through 1847 Financial and Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and consulting. The firm combines traditional investment approaches with retirement plan consulting and maintains dual registration as both an SEC-registered investment adviser and broker-dealer.

Stephen Karp is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 63 and Series 66 licenses. He has 22 years of industry experience, with prior roles at OSAIC, Sagepoint Financial, Inc., and Mass Mutual Investors Services. Outside of advising, he owns Karp Solutions, LLC, which provides business consulting and HR strategy coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining relationships with third-party asset managers.

Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. She serves on the board of directors and acts as secretary for the Women’s Executive Club of South Florida, a nonprofit networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages the majority of client assets on a non-discretionary basis and offers financial planning, consulting, and retirement plan advisory services through third-party asset manager platforms.

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including Innovative Financial Concepts, LLC and 1847 Financial. Calabro serves as a board director for the Greater Fort Lauderdale Chamber of Commerce and co-chairs the Junior Achievement of South Florida League, where he mentors public school students. 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, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has previous experience with Northwestern Mutual in various capacities from 2018 to 2023 and has worked at Penn Mutual Life Insurance Company since 2023. Outside of his advisory role, Suescum is active in insurance brokerage and life product sales through an agent position at 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a dual registration structure.

Adam Sherman is a CFP® and ChFC® with 40 years of experience, currently with Hornor, Townsend & Kent, LLC since 2016. He also has a decade of tenure at Penn Mutual Life Insurance Company. Sherman is active outside of advisory work as an adjunct faculty member teaching finance at Florida Atlantic University and serves on the boards of Green Valley Country Club and Philadelphia Youth Basketball. 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 with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.