Holladay, UT Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

5

Of 467 advisors across 198 offices

Location

1895 E Rodeo Walk Dr, Suite 200 #B

Holladay UT 84117

Advisors at this office

5

Advisors at this office

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James W

CFP®, Series 63

Holladay, UT

Hornor, Townsend & kent, LLC

James Woodall is a CFP® with 51 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. since 2007. Woodall is also involved in insurance brokerage activities through Cambridge Financial Center, Inc. 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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Gregory B

CFP®, ChFC®, Series 63

Holladay, UT

Hornor, Townsend & kent, LLC

Gregory Brown is a CFP® and ChFC® with 41 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2013 and has also been associated with Penn Mutual since 2004. In addition to his advisory work, he operates a multi-line insurance brokerage focused on life, health, disability, long-term care, and annuity products. 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. The firm manages a significant portion of client assets on a non-discretionary basis and offers a range of financial planning, consulting, and retirement plan services.

Business succession planning Wealth management
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Brandon M

Series 63, Series 65

Holladay, UT

Hornor, Townsend & kent, LLC

Brandon Mann is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and D.A. Davidson & Co. Outside of his advisory role, he manages an insurance brokerage focused on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Business succession planning Wealth management
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John C

Series 63, Series 65

Holladay, UT

Hornor, Townsend & kent, LLC

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member for the Utah Developmental Disabilities Council, where he participates in policy review and budget allocation to support programs for individuals with developmental disabilities. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing primarily on non-discretionary asset management and client-directed implementation. The firm offers access to third-party asset managers and emphasizes diversified investment approaches alongside retirement plan consulting.

Business succession planning Wealth management
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Bret A

Series 63, Series 65

Holladay, UT

Hornor, Townsend & kent, LLC

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2000. Andrus is also active as an insurance agent with Cambridge Financial Group and 1847 Financial, focusing on multi-line and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and non-discretionary client-directed investment oversight. The firm combines traditional investment approaches with financial and retirement plan consulting.

Business succession planning Wealth management
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