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Thomas T
Series 66
Independence, OH
Hantz financial Services, Inc.
Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.
Trenton B
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and offering both discretionary and non-discretionary mandates.
Candice S
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Candice Schultz is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Hantz Financial Services since 2000. Outside of her advisory role, she is an author, writer, speaker, and life coach through her own businesses, C.B. Schultz, LLC and Financially Wellthy, LLC, where she focuses on personal life coaching, financial literacy, and related educational activities. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets, serving individual investors, corporate, and retirement plan sponsors. The firm utilizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates supported by a turnkey platform and innovative AI tools.
Richard C
CFP®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.
Nicholas E
Series 66
Bay City, MI
Hantz financial Services, Inc.
Nicholas Elliott is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Dick's Sporting Goods, Michigan State University, and several other organizations. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while offering a range of services including financial planning, portfolio management, and retirement consulting.
Matthew B
ChFC®, Series 63
Tecumseh, MI
Hantz financial Services, Inc.
Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.
David J
Series 65
Southfield, MI
Hantz financial Services, Inc.
David Johnston is a Series 65 licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2010. He has 11 years of industry experience. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio management, retirement consulting, and mortgage and insurance services via affiliated agencies.
Joseph B
Series 66
Maumee, OH
Hantz financial Services, Inc.
Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, consulting, insurance, and mortgage businesses.
Andrew D
Series 63, Series 65
Tecumseh, MI
Hantz financial Services, Inc.
Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.
Cameron K
Series 66
Southfield, MI
Hantz financial Services, Inc.
Cameron Kapfhamer is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds a Series 66 designation and has eight years of industry experience, including nine years with Hantz Financial Services. Outside of his advisory role, Kapfhamer is active as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs diversified, ETF-centered model portfolios and offers a broad range of financial planning, wealth management, and consulting services across multiple affiliated financial businesses.
Justin S
Series 66
Maumee, OH
Hantz financial Services, Inc.
Justin Snyder is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, with seven years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2018. Prior to his advisory role, he worked at Toledo Molding and Die Inc for 12 years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.
Daniel S
ChFC®, Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Daniel Stevens is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds the ChFC® designation and Series 66 license, with 15 years of industry experience. Stevens has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.
Jason T
Series 65, Series 63
Ann Arbor, MI
Hantz financial Services, Inc.
Jason Tait is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of financial planning, portfolio management, and ancillary services.
Maxwell S
Series 66
Mt. Pleasant, MI
Hantz financial Services, Inc.
Maxwell Spiess is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Mallory Building, Family Farm and Home, Central Michigan University, and Ovid-Elise High School. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by affiliated financial and consulting businesses.
Adam C
Series 66
Bay City, MI
Hantz financial Services, Inc.
Adam Chrysler is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Northwood University, Swan Valley Golf & Banquet, Vondette Roofing, and Calvary Baptist Academy. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm emphasizes model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, while also offering fiduciary retirement-plan services and affiliated financial product implementation.
Thomas P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of experience in the industry. His prior roles include positions at Financial Services of America and Target, as well as work with Michigan State University and other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm emphasizes model-driven ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.
Curtis M
Series 66
Okemos, MI
Hantz financial Services, Inc.
Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, he coaches the varsity basketball team at Saint Patrick School in Portland, Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
Shannon M
ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Shannon Myers is a ChFC® credentialed financial advisor with 24 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2001, contributing over two decades to the firm’s operations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach primarily focused on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a broad range of financial planning, wealth management, and fiduciary services.
Ryan W
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Ryan Waddell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and uses both discretionary and non-discretionary mandates supported by a range of financial planning and wealth management services.
Ella C
Series 66
Grandville, MI
Hantz financial Services, Inc.
Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential and one year of industry experience. Her prior work includes roles in education and nutrition, including positions at Davenport University and Velocity Nutrition. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment approach centers on diversified, ETF-based model portfolios with both discretionary and non-discretionary mandates, supplemented by access to tax-aware strategies and third-party managers.
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