About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 2011, we have helped create programs and portfolios to pursue long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy aimed at meeting your risk tolerance.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. And you can count on professional recommendations and personalized guidance.
Our Team
Wealth Management Advisor
Wealth Management Advisor
Wealth Management Advisor
Scott began his wealth management career with Northwestern Mutual in 2012. After 12 years, he left Northwestern Mutual and started Bantz Financial in January of 2023. He continues to enjoy working with individuals, families, and small businesses on the many aspects of financial planning. From asset management and tax management strateg
Scott began his wealth management career with Northwestern Mutual in 2012. After 12 years, he left Northwestern Mutual and started Bantz Financial in January of 2023. He continues to enjoy working with individuals, families, and small businesses on the many aspects of financial planning. From asset management and tax management strategies to investments, 401k development and insurance.
In his spare time, he enjoys a number of outdoor activities depending on the time of year. Ice Fishing, snowmobiling or a combination of the two in the winter and men’s league softball, hiking, biking, fishing, camping and boating round out the top things when the Minnesota weather changes over for those beautiful three months of the year.
Director of operations
Wealth Management Advisor
Wealth Management Advisor
Hannah began her investment career in 2015 as an Associate Advisor with Northwestern Mutual. She left Northwestern Mutual in 2023 to join Scott in starting Bantz Financial. In her role, Hannah focuses on day-to-day operations, organizing and obtaining client information. Outside of the office, she enjoys being a Mom of three, hanging out at the cabin and being with family.