Okemos, MI Alaiedon Parkway Office

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.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, 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 a model-driven investment approach centered on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Shane Seybert is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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 retirement-plan advisory services.

Jacob Junglas is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with nine years of industry experience. He has been with the Hantz Group since 2015. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and alternative investments, complemented by affiliated banking, tax, and insurance services.

Sierra Clow is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Chartwells Higher Education and Spring Arbor 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 range of financial planning, wealth management, and retirement-plan advisory services.

Jeffery Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Hantz Financial Services since 2006. 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 in-house tax, business consulting, and affiliated insurance and mortgage origination capabilities.

Emily Bride is a financial advisor with Hantz Financial Services, Inc. She holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, she held positions at Low Office of Mark Dobias and worked in various roles including at Beards Brewery and Central Michigan University. 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 financial planning, portfolio and wealth management, and a range of investment strategies that emphasize diversified, ETF-centered model portfolios and tax-aware implementations.

Matthew Sims is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation along with Series 63 and 66 licenses. He has 19 years of industry experience and has been with Hantz Financial Services since 2006. 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 employs model-driven ETF strategies complemented by separately managed accounts and provides access to direct indexing, private funds, and alternative investments, supported by affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.

Kirsten Soltis is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and offers expanded implementation capabilities through affiliated entities, including a state-chartered trust bank and in-house tax and business consulting.

Anna Christensen is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Hantz Financial Services since 2018. Her prior experience includes roles at First National Bank and Panther Global Tech, as well as employment at Karen's Dance Academy. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Jason Vandergiessen is a ChFC® with 26 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. 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 employs model-driven ETF strategies, supplemented by separately managed and unified managed accounts, and provides expanded implementation capabilities through affiliated entities including a trust bank and tax and business consulting services.

Patrick Weller is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2012. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, fiduciary services, and brokerage capabilities. The firm utilizes model-driven ETF strategies alongside separately managed accounts and third-party money managers, supported by affiliated businesses including a state-chartered trust bank and in-house tax and retirement consulting.

Cody Paul is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation. He joined Hantz Financial Services in 2025 and has prior work experience in various roles outside the financial industry, including positions at Best Buy and Graduate Hotel. 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, supplemented by separately managed and unified managed accounts, with additional capabilities in direct indexing, private funds, and AI-assisted client data analysis.

Ethan Davies is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2002. He 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 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 fiduciary services.

Parker Kubiak is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 credential and six years of industry experience. He has been with Hantz Financial Services since 2019. Prior to advising, his work history includes roles at Dick's Sporting Goods, All-Terrain Landscaping, Michigan State University, and Papermachine Service Industries. Hantz Financial Services 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 assets. The firm emphasizes diversified, ETF-centered model portfolios supported by asset allocation and periodic rebalancing, and offers additional services including financial planning, wealth management, mortgage brokerage, and insurance through affiliated agencies.