Ann Arbor, MI Green Road Office

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 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.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 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 complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Evan Dubay is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Neptune Holdings, Target, Fresh Thyme, and Eastern Michigan 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 with a focus on asset allocation and periodic rebalancing, while also offering financial planning, retirement plan consulting, mortgage brokerage, and insurance services through affiliated agencies.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently started her career in the financial industry after 25 years at Dexter A&W. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer that manages approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with a multi-advisor platform, offering a range of financial planning, portfolio management, and wealth management services that emphasize diversified, ETF-centered model portfolios and tax-aware investment strategies.

David Seidel is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 26 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI, 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 combined with separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Justin Walker 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 Rocket Mortgage and Credibly. Outside of his advisory role, Walker serves as a recruiter for the Michigan Army National Guard. 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 advisory and fiduciary services supported by affiliated tax, business consulting, and trust entities.

Zachary Cepo is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Cole, Newton, and Duran, Encore Service Group, and involvement with University of Toledo Athletics. 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, emphasizing diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Jacob Harry is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Hantz Financial Services, Inc. and previously worked at Hantz Agency, City Steel, The Huttenlocher Group, DirecTV, Pine Lake Country Club, and Northwood University. 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’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation, periodic rebalancing, and access to third-party managers, while also offering mortgage brokerage and insurance services through affiliated agencies.

Mary Shaw is a Series 66-registered financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with nine years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual and high-net-worth 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 fiduciary, financial planning, and wealth management services supported by affiliated banking, tax, and consulting entities.

Alan Palgut is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with six years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2017. Prior to joining Hantz, he worked at Kroger from 2015 to 2017. 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 centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning, wealth management, and fiduciary services.

Anthony Sitto is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His work history includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding, as well as experience in education and the food service industry. 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 diversified ETF-based portfolios, financial planning, and retirement plan consulting alongside mortgage brokerage and insurance services.

Patricia Khoe is a CFP® and ChFC® financial advisor with 16 years of industry experience. She has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 2013. 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 and non-HNW clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios and various wealth management and financial planning services.

Austin Tapley is a CFP® and ChFC® professional with three years of industry experience, currently working at Hantz Financial Services, Inc. in Ann Arbor, MI. His prior experience includes roles at Adrian College and Northwest Middle/High School, as well as operating a seasonal landscaping and snow removal business. Hantz Financial Services, Inc. is an enterprise investment adviser and 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 with both discretionary and non-discretionary mandates and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at Tropical Smoothie Cafe and Target. Wohlfert is also involved with the University of Michigan - Flint. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, 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 asset allocation and periodic rebalancing, and offers a range of services including financial planning, wealth management, and retirement plan consulting.