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 Buycks is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been with Hantz Financial Services since 2016 and previously worked at the University of Michigan - Dearborn. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach emphasizes model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, complemented by affiliated capabilities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. 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 consulting businesses.

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 Elliott is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 66 designation and has a background that includes roles at Dick's Sporting Goods and Michigan State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses model-driven ETF strategies alongside separately managed accounts and offers fiduciary retirement-plan services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

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 Johnston is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with 10 years of industry experience. He 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 accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

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 Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hantz Financial Services since 2021. His prior experience includes roles at Alro, Quicken Loans, and Wayne 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 alongside separately managed accounts and offers a broad range of financial planning, portfolio management, and retirement-plan advisory services.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017. Outside of his advisory role, Cameron works as a real estate agent with Arterra Realty Michigan, LLC. 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 expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting affiliates, and insurance and mortgage origination businesses.

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 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 Tait is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hantz Financial Services, he worked at Aaron Babycz Painting and held roles at Giniel Financial and PNC Investments LLC. 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, wealth management, and fiduciary services.

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 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.