Houston, TX Westheimer Rd Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

4

Of 467 advisors across 198 offices

Location

5718 Westheimer Rd, Suite 920

Houston TX 77057

Advisors at this office

4

Advisors at this office

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Andrew B

Series 66

Houston, TX

Hornor, Townsend & kent, LLC

Andrew Barnhill is a Series 66-registered financial advisor with Hornor, Townsend & Kent, LLC, based in Houston, TX, and has one year of experience in the industry. He also serves as an insurance agent for Penn Mutual Life Insurance Company and has a background as a commercial airline pilot with Spirit Airlines. Barnhill is the author of the book *Financial Flight Plan*. 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 emphasizes client-directed implementation and oversight and manages approximately $7.38 billion in client assets on a non-discretionary basis.

Business succession planning Wealth management
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Catina R

Series 63, Series 65

Houston, TX

Hornor, Townsend & kent, LLC

Catina Risper is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2007. In addition to her advisory role, she is involved in multi-line insurance sales and service through 1847Financial in Houston. 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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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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Philip O

Series 63, Series 65

Houston, TX

Hornor, Townsend & kent, LLC

Philip Onochie is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Penn Mutual Life Insurance Co and Transamerica Financial Advisors. In addition to his advisory role, Onochie works as a pharmacist at UT MD Anderson Cancer Center. 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 as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage services, and investment advice.

Business succession planning Wealth management
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