Kory Cameron Kaunisto

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. in Sault Ste. Marie, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hantz Financial since 2004. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and technology platforms, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Carlie Anderson is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, Michigan. She holds Series 63 and Series 66 licenses and has 16 years of industry experience, including eight years each at Cuna Brokerage Services, Inc. and Soo Co Op Credit Union prior to joining Hantz Financial Services in 2018. Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charities, corporations, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers, offering financial planning, wealth management, retirement consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Rileigh Rambo is a financial advisor at Hantz Financial Services, Inc. with 11 years at the firm and three years of industry experience. She holds Series 63 and Series 65 licenses. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage-broker, and insurance services through affiliated entities.

Jamie Sheppard is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz Financial Services, Jamie worked in various roles including at Regal Home Care and Jamie Nicole Agency. Outside of financial advising, Jamie is involved in an automotive repair business, where they contribute approximately nine hours per month. Hantz Financial Services serves a diverse client base including individual, pension, charitable, and business clients, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes technology partnerships for advanced portfolio management and client data aggregation.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Hantz Financial Services since 2020, Lake Superior State University, and Birch Hill Grocery. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Jonathon Coe is a CFP® professional with 13 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2012. He holds a Series 66 license and operates out of Sault Ste. Marie, MI. Hantz Financial Services, Inc. serves a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and advanced strategies such as Direct Indexing.