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Spencer L
Series 66
Southfield, MI
Hantz financial Services, Inc.
Spencer Lamotte is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Green Pastures and Clawson DPW, as well as several non-financial positions during his early career, including at Michigan State University and various local businesses. Hantz Financial Services, Inc. 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 emphasizes diversified, ETF-centered model portfolios, offers a range of financial planning and wealth management services, and operates through a multi-advisor platform that integrates discretionary and non-discretionary mandates.
Joseph S
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Joseph Schaefer is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 license and has three years of industry experience. Prior to joining Hantz Financial Services in 2022, he worked at Flagstar Bancorp and United Wholesale Mortgage. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, providing financial planning, portfolio management, and a range of investment strategies centered on ETF-based model portfolios.
Dylan M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2024. His prior experience includes roles at Walmart and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, mortgage brokerage, and insurance through affiliated agencies.
Gage G
Series 66
Midland, MI
Hantz financial Services, Inc.
Gage Gransden is a Series 66 credentialed financial advisor with two years of industry experience, currently with Hantz Financial Services, Inc. in Midland, MI. His prior work includes roles at JJ Kosher Store, Campus Den, and several educational institutions. Hantz Financial Services is an enterprise investment adviser and broker‑dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered portfolios, financial planning, and wealth management services.
Scott S
Series 63, Series 65
Ann Arbor, MI
Hantz financial Services, Inc.
Scott Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 designations with 17 years of industry experience. He has been with Hantz Financial Services since 2008. 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 account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination services.
Chad A
Series 66
Southfield, MI
Hantz financial Services, Inc.
Chad Antone is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has recently entered the industry, with experience beginning in 2025. His prior work includes roles outside finance, such as positions at Georgios Pizza and Pasta and teaching at Stoney Creek High School and Hart Middle School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.
Jordan J
Series 66
Southfield, MI
Hantz financial Services, Inc.
Jordan Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential and two years of industry experience. He has been with Hantz Financial Services since 2021. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors using a multi-advisor platform and emphasizes diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates.
Ryan C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Ryan Carrier is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services in 2024, he worked at DoorDash and held roles at Michigan State University and Utica High School. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.
Nana Y
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Nana Yawson is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 11 years of industry experience. She has been with Hantz Financial Services since 2014. 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 affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.
Cory J
Series 66
Okemos, MI
Hantz financial Services, Inc.
Cory Jansen is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with six years of industry experience. He has been with Hantz Financial Services since 2018 and previously worked at LSSU from 2015 to 2018. 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 focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and retirement-plan advisory services.
Douglas T
Series 66
Grandville, MI
Hantz financial Services, Inc.
Douglas Temple is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Lansing Brewing Company, HopCat, and Michigan State University. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts, unified managed accounts, and direct-indexing solutions, supported by affiliated services such as trust banking, tax and business consulting, and insurance and mortgage origination.
Kristy T
CFP®, ChFC®, Series 63, Series 65
Maumee, OH
Hantz financial Services, Inc.
Kristy Turnwald is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2004. 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, supported by affiliated entities such as a trust bank and in-house tax and business consulting.
Christopher S
Series 65
Southfield, MI
Hantz financial Services, Inc.
Christopher Schmandt is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Hantz Financial Services since 2007. Outside of his advisory role, he serves as a member of the Finance and Endowment Committee at Our Shepherd Lutheran Church. 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, supported by an affiliated trust company and in-house tax, business consulting, insurance, and mortgage services.
Andrew B
CFP®, ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
Andrew Beach is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2001. His credentials also include the Series 63 license. 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 range of financial planning, portfolio management, and fiduciary services supported by affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.
Weston P
CFP®, Series 66
Saginaw, MI
Hantz financial Services, Inc.
Weston Powell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with four years of industry experience. Prior to joining Hantz Financial Services, he worked at Northwood University and has held roles in both educational and retail settings. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering services including financial planning, portfolio management, and retirement consulting with an emphasis on diversified, ETF-centered model portfolios.
Ryan M
Series 65
Midland, MI
Hantz financial Services, Inc.
Ryan Micho is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2012. 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, portfolio management, and fiduciary services supported by affiliated banking, tax, and insurance capabilities.
Levi W
Series 63, Series 66
Southfield, MI
Hantz financial Services, Inc.
Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
Connor M
Series 66
Taylor, MI
Hantz financial Services, Inc.
Connor Mac Donell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at Hantz Financial Services since 2019, Great Lakes Coca-Cola in 2017, and Western Michigan University from 2016 to 2020. Hantz Financial Services, Inc. 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 a diversified, ETF-centered investment approach with model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and affiliated mortgage and insurance services.
Jared O
ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2004. Outside of his advisory role, he serves as a school board member and treasurer for Aim 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 alongside separately managed accounts and offers a range of financial planning, portfolio management, and retirement-plan advisory services.
Shawn M
ChFC®, Series 63
Taylor, MI
Hantz financial Services, Inc.
Shawn Macdonell is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding the ChFC® and Series 63 designations with 36 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 expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.
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