Our Mission

Our Values

1. Relationship-Driven

We build enduring relationships rooted in trust, value, and strategic thinking. Clients aren’t transactions, they’re lifelong partners in a shared vision.

2. Growth-Minded

We operate with a bias toward evolution, personally, professionally, and financially. We challenge assumptions, pursue mastery, and empower our clients to reach their full potential.

3. Simplified Impact

We distill complexity into clarity. Our financial systems are streamlined, purposeful, and designed to make life simpler, not more stressful.

4. Tech Forward

We leverage modern tools to drive precision, transparency, and efficiency, enhancing human connection, not replacing it.

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal situation and a qualified legal professional for your personal estate.

Our representatives are licensed to offer insurance and security products in our resident state of Montana, in addition to other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.

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CA Insurance License 4314541

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