Crestmark Wealth Group

Zachary Bloemen is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 licenses. He has eight years of industry experience, with prior roles at Northwestern Mutual and Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a broker-dealer, providing integrated custody, execution, and brokerage services alongside investment advice.

Lisabeth Durbin is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at New York Life Insurance Co. She is also involved in insurance brokerage as an agent, 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 operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

James Kimber is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he serves as an assistant coach for high school track and field and is involved in insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, with a focus on tailored asset allocation and diversified investment strategies supported by third-party asset managers.

John Swailes II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Hornor, Townsend & Kent in 2026, he worked at Northwestern Mutual Wealth Management Company from 2022 to 2026. Outside of finance, he operated Steady Hands Limited, a painting business, from 2016 to 2020. 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 services with broker-dealer capabilities and employs a platform that includes third-party asset managers, providing both discretionary and non-discretionary account options.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. 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 account options and integrates third-party asset managers under a comprehensive supervisory framework.

Jeanie Boymel is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior experience includes roles at Penn Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and New York Life. Outside of her advisory work, she owns a personal training and physical activity coaching business and serves as vice president on the board of directors for the Conifer Lobos Unified Boosters. She is also involved in leadership for the Denver chapter of Women in Insurance and Financial Services. 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.

David Hartley is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Penn Mutual Life Insurance Company, VALIC Financial Advisors, and Agia. Hartley owns Wealth Wellness LLC and Wealth 4 Wellness, businesses focused on financial planning and retirement planning services. 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 portfolio management options.

Peter Lampert is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked with Penn Mutual Life Insurance Company and has managed multiple businesses, including Lampert Educational Resources LLC and Lampert Tax Services LLC. Lampert serves as president of the National College Affordability Group, a nonprofit focused on education around college affordability. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account options through third-party asset manager relationships.

Andrew Babb is a CFP® practitioner with eight years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, he spent six years with Northwestern Mutual in various capacities. Outside of his advisory role, Babb has experience in insurance brokerage through Streamside Wealth. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes both discretionary and non-discretionary account options, combining advisory services with broker-dealer capabilities.

Bryce Hefner is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation with seven years of industry experience. His prior roles include positions at Harold W Hawkey and Northwestern Mutual Wealth Management Company. He serves as a board member for Blue & Gray Resources, a petroleum engineering company owned by his family. 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, with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Jonathan Rains is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Sparks Financial, and Russell Investments. Outside of advising, he is a partial minority owner of a doughnut and coffee retail business in the Seattle area and manages an LLC that administers inherited mineral rights royalties. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of account options and third-party asset manager relationships.