PROFESSIONAL BACKGROUND
Mike, an associate with Penn Mutual Wealth Strategies, has been in the financial services Industry since 1996. Mike holds his FINRA Series 6, 63 & 65 and General Lines – Life, Accident & Health and is an Investment Advisor Representative of Hornor, Townsend and Kent, LLC.
His areas of specialization are working with physicians and closely held businesses in areas of Small Business & Financial Strategies, Medical Business & Qualified Retirement and Estate Planning.
Mike is married with 3 children and lives in Dallas, Texas.
LICENSES AND CERTIFICATIONS
- Registered Representative of Hornor, Townsend and Kent, LLC
- Investment Advisor Representative of Hornor, Townsend and Kent, LLC
- General Lines — Life, Accident & Health
- Series 6, 63 & 65
MEMBERSHIPS / COMMUNITY
- NAIFA — Dallas
- MDRT — Qualifying and Lifetime Member of Million Dollar Round Table