Houston Headquarters

Whether it is planning for retirement or protecting families, we provide customized financial solutions for individuals, their families, and their businesses.

With our deep knowledge working in the South Asian community and other multicultural markets, our goal is to build a high-quality, inclusive team of financial professionals to support the diverse communities in which we serve, whether it’s locally in the Houston area or nationwide.


Get to know us

Jeana Kay Bryson, SHRM-CP®

Office & Operations Manager


Carisa Calnon

Recruiting Specialist


Amy Provezis

Regional Marketing Manager


Bill Bell

Vice President, Advanced Sales


Jon Ernst

Life Product Wholesaler


Steve Schaack, EMBA, ChFC®, CFP®

Annuity Product Wholesaler

  CA License #0D72017

Mike McGrath

Managing Director, Broker Dealer Services Hornor, Townsend, & Kent (HTK)


Firm Services

One Team. One Firm. One Family.

The Penn Mutual Life Insurance Company

Penn Mutual, a Fortune 1000 company, was selected by Great Place To Work® and Fortune for the 2023 Fortune Best Workplaces in Financial Services & Insurance™ List.           

Top 25

HTK is Penn Mutual’s trusted partner for financial professionals and is proud to retain its top 25 U.S. broker-dealer ranking from InvestmentNews in 2023, moving up three spots from No. 25 to No. 22. For the full announcement, click here.

HTK is a broker-dealer and registered investment adviser supporting independent financial professionals across the U.S. For more than 50 years, HTK has been helping financial professionals on their path to success. When you choose to work with HTK, you can build your practice your way through the delivery of a flexible platform, leading solutions and personalized service.

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