Leadership Overview
Hantz Group has 4 executives leading key functions including operations, technology, finance, and corporate strategy.
Focused on delivering comprehensive financial solutions, Hantz Group empowers households and businesses through integrated planning, insurance, and investment services across the United States.
Focused on delivering comprehensive financial solutions, Hantz Group empowers households and businesses through integrated planning, insurance, and investment services across the United States.
Leadership Roles at Hantz Group
Daniel Gelerman - Chief Financial Officer
Daniel Gelerman, the Chief Financial Officer at Hantz Group, governs the fiscal health and capital allocation strategies of the firm. Overseeing corporate accounting and investment portfolio management, the Chief Financial Officer ensures strict adherence to regulatory standards while maximizing shareholder value. Daniel Gelerman directs the financial planning processes that underpin the company's diverse service offerings, including life insurance and disability coverage. By analyzing market trends, the Chief Financial Officer identifies opportunities for expansion and risk mitigation. Gelerman collaborates with the leadership team to maintain the liquidity required for ongoing business operations and client-facing investments. This leadership role involves rigorous oversight of tax planning strategies and debt management protocols. Through precise financial modeling, the Chief Financial Officer supports the firm's mission of providing stable, long-term wealth management solutions. Gelerman drives fiscal discipline, ensuring the organization remains a trusted partner for households and businesses seeking comprehensive financial security.
Debbie Dombeck - Chief Operating Officer
Debbie Dombeck, the Chief Operating Officer at Hantz Group, directs all internal business processes to ensure seamless service delivery across the financial planning and insurance divisions. Overseeing daily operational workflows, the Chief Operating Officer maintains high standards of efficiency for the firm. Dombeck architects scalable administrative frameworks that support the diverse needs of individual households and business clients. By streamlining cross-departmental communication, the Chief Operating Officer facilitates rapid response times for tax planning and estate management requests. Debbie Dombeck monitors performance metrics to optimize resource allocation throughout the organization. This leadership role involves constant refinement of internal protocols to match the evolving demands of the financial services marketplace. Through rigorous oversight of operational infrastructure, the Chief Operating Officer secures the stability required for long-term client success. Dombeck drives organizational excellence by aligning internal capabilities with the broader mission of providing holistic financial guidance.
Shannon Myers - President
Shannon Myers, the President at Hantz Group, defines the overarching strategic vision and market positioning for the entire financial services organization. Overseeing the execution of corporate goals, the President aligns the various departments to deliver integrated solutions in insurance, banking, and investment planning. Shannon Myers drives the expansion of service reach, ensuring that both individual households and business clients receive tailored financial guidance. By fostering a culture of excellence, the President maintains the firm's reputation for comprehensive service delivery. Myers coordinates with the C-suite to navigate complex market dynamics and regulatory environments. This leadership role involves setting the tone for client engagement and long-term relationship management. Through the implementation of growth-oriented strategies, the President secures the firm's standing as a leader in the financial sector. Myers directs the collective efforts of the executive team to ensure that every client receives the highest standard of professional financial planning and support.
Roy Gelerman - Chief Technology Officer
Roy Gelerman, the Chief Technology Officer at Hantz Group, manages the digital architecture and cybersecurity frameworks protecting sensitive client financial data. Overseeing the integration of advanced investment platforms, the Chief Technology Officer ensures robust connectivity for all banking and insurance services. Roy Gelerman drives the implementation of secure, cloud-based systems that enable advisors to deliver precise tax and debt strategies. By modernizing the technological stack, the Chief Technology Officer enhances the user experience for clients navigating complex financial landscapes. Gelerman coordinates with the executive team to prioritize digital transformation initiatives that maintain a competitive edge in the finance industry. This leadership role involves mitigating cyber risks while fostering innovation in data analytics. Through the deployment of cutting-edge software solutions, the Chief Technology Officer supports the firm's commitment to comprehensive financial planning. Gelerman secures the digital foundation necessary for sustained growth and operational reliability across all regional markets.
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