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HFG Financial Group LLC

5659 W. Michigan
Kalamazoo, MI 49009

Phone: 269-372-3229
Fax: 269-372-2691
Website

Registered Representative
CFP

Daniel Youngs is a Certified Financial Planner with a holistic approach to managing his clients financial situation. He has been in the industry since 1982 and has experienced varying markets. His enthusiasm for the free enterprise system goes back as far as he can remember. Dan enjoys working with entrepreneurs as well as their employees. He and his wife, Lisa, live in Kalamazoo and have three grown children. Dan embraces his creativity by making time for photography and woodworking.

Registered Representative

John Kuiper, vice president, enjoys the many challenges of estate and retirement planning. Helping clients consider the question, “What happens when you’re not here?” He assists businesses and families in ordering their financial worlds. He holds the Series 63, Series 65 and Series 7 registrations and is fully licensed in health, life and disability income insurances. John and his wife, Beth, live in Plainwell and enjoy hiking, biking, tennis and snow skiing in their free time.

Certified Financial Advisor™
MBA, APMA®

Jordan Marchewka is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals & families achieve their unique financial objectives. He enjoys having strategic discussions with his clients to help implement their plans effectively.

Outside of the office, Jordan enjoys spending time with his wife and two children. They attend The Bridge Church in Portage, Michigan where Jordan serves on the Finance Team. In his spare time, Jordan enjoys running and has competed in many events such as the Boston Marathon and 100-mile ultramarathons.

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through HFG Advisors Inc. A registered investment advisor, not affiliated with Osaic Wealth, Inc.

Office and Marketing Manager

Kelly Ann Durlach, Office and Marketing Manager, has a passion for learning, is very innovative and loves meeting new people. She is looking forward to running the office effectively, directly supporting financial advisors and being a creative marketer! Kelly is quite the Jane of all Trades she’s been a Funding and Office Manager at a Title Company, a fitness instructor, a website designer, a Marketing Manager, a Creative Client Coordinator, and that’s just to name a few. In her free time, she loves making Homemade Italian Pizza as she got certified as an Italian Pizziola in 2018.; She loves to cook and bake (she’s quite the foodie), camp, swim, workout, and spending time with her family. She lives life to the fullest!

Client Relationship Manager

Lorilee Russell enjoys learning new ideas and concepts, and discovering opportunities in her current role. Lorilee looks forward to working with all of you and assisting you. She has been a social worker for 14 years working with the homeless in Chicago and as a licensing worker for foster and adoptive homes. In addition, she has worked in various other fields, and her background is diverse. Her passion is to help, encourage, and bring value to others. Lorilee and her daughter are learning to roller-skate and enjoy going to the beach, glamping, being outdoors, searching for interesting rocks, traveling, doing arts and crafts, making forts, telling corny jokes, and painting rocks for other people to find.

Administrative Staff

Kathie helps to manage the front of office operations as well as assisting and greeting clients. Kathie Smith is not registered or affiliated with Osaic Wealth, Inc.

Securities offered through Osaic Wealth, Inc – a registered broker dealer. Member FINRA/SIPC. Insurance Services offered are not affiliated with Osaic Wealth, Inc.

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