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Jeffrey K
CFP®, ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Jeffrey Kotikovsky is a CFP® and ChFC® with 22 years of industry experience. He has been with Hantz Financial Services, Inc. since 2003. 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 and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.
Thomas D
ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been with Hantz Financial Services since 1998. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach includes model-driven ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated banking, tax, consulting, insurance, and mortgage services.
Andrew W
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Andrew Wingert is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses 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 accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, insurance, and mortgage businesses.
Gabriel W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Rocket Mortgage and DoorDash. He also attended Michigan State University. 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 emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.
Mark M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Best Buy for five years before joining Hantz Financial Services in 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and 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, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.
Michael S
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Sherman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and having one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at The Score Restaurant and DK Security. 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, offering diversified, ETF-focused model portfolios alongside financial planning, wealth management, and retirement consulting services.
Matthew N
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Matthew Nelson is a financial advisor with Hantz Financial Services, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Hantz Tax & Business, Schmidt, Koning, Villorreal & Associates, LLC, and BDO USA, LLP. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and tax-aware implementations, while offering a range of financial planning, wealth management, and related services.
Raquel R
ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Raquel Rudder is a financial advisor at Hantz Financial Services, Inc. with 17 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rudder has been with Hantz Financial Services since 2008. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, supported by a parent company structure that includes a state-chartered trust bank and affiliated tax, business consulting, insurance, and mortgage services.
Jack S
Series 66
Southfield, MI
Hantz financial Services, Inc.
Jack Stephens is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2025. Prior to joining the firm, he held various roles across multiple industries, including positions at Detroit Catholic Central and Adrian College. Outside of his advisory work, he serves as an assistant coach for the Detroit Catholic Central High School rugby team. Hantz Financial Services serves a diverse client base, offering financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and it provides expanded implementation capabilities through affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.
Jordan C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Jordan Cater is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2015. 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 tax, business consulting, insurance, and mortgage origination capabilities.
Bryanna W
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Bryanna Wancket is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial Services since 2018. Prior to her advisory role, she had intermittent employment at Franklin Hills Country Club. 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 emphasizes diversified, ETF-centered model portfolios with a range of investment strategies and offers financial planning, portfolio management, retirement consulting, mortgage brokerage, and insurance services through affiliated agencies.
Al Trashonna D
Series 65
Southfield, MI
Hantz financial Services, Inc.
Al Trashonna Dillon is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by a parent company structure that includes affiliated banking, tax, business consulting, insurance, and mortgage origination businesses.
Joshua H
Series 66
Southfield, MI
Hantz financial Services, Inc.
Joshua Hintze is a financial advisor at Hantz Financial Services, Inc. based in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he held positions in education and various service roles. 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 separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
Ryan L
Series 66
Southfield, MI
Hantz financial Services, Inc.
Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a trust bank and in-house tax and business consulting.
Brooke P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.
Miranda N
Series 66
Southfield, MI
Hantz financial Services, Inc.
Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.
Sonja C
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds Series 65 and Series 63 licenses. She has been with Hantz Financial since 2005. 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, offering financial planning, portfolio and wealth management, and employs a diversified, ETF-centered investment approach supplemented by model-based strategies and tax-aware implementations.
Timothy W
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ewie Co. and Central Michigan University. 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 utilizes diversified, ETF-centered model portfolios combined with various investment strategies and offers a range of financial planning, portfolio management, and related services.
Kirk P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Kirk Pentecost is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, 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 employs model-driven ETF strategies, separately managed accounts, and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.
Jessica S
ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Jessica Sherman is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. 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 ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
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