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We believe our team based approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 25 years of his...

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As the Senior Portfolio Manager, Eric leverages his passion and experience investing in the global financial markets to manage diversified, multi-asset portfolios to help our clients pursue their financial goals. He leads the firm's...

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Paul is a CERTIFIED FINANCIAL PLANNER™ Professional with over 14 years of experience as a Financial Advisor. Paul's areas of experience include: Wealth accumulation and management strategies, Selecting and implementing investment...

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As Vice President, Shannon helps build and grow key client and stakeholder relationships through partnership with Freedom Wealth Alliance. Shannon helps ensure that the firm's strategy-focused resources are leveraged to maximize the...

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Shawn has served as a Financial Advisor since 2000 and has loved the combination of personal interaction with clients and in-depth analysis of the financial markets. He provides sound advice on a vast array of client situational needs...

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Darren is dedicated to helping his clients work toward financial independence. He remains focused on his clients and guiding their financial situation so they can pursue their dreams and enjoy their true passions in life. Darren has...

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Chuck began advising clients in 1984, and became a Certified Financial Planner Professional in 1989. Chuck joined Freedom Wealth Alliance in 2016 as a Financial Advisor to offer his clients a team-based approach for their financial...

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Tom has in his 16 years in the financial services industry been advising and educating his clients through market expansions and contractions. As an investment advisor representative, Tom develops close relationships and develops a...

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For nearly two decades Adrian has provided a personalized suite of integrated strategies to address even the most complex financial needs confronting families. He focuses on the preservation and enhancement of wealth through financial...

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Bryan Ratkowski's background in financial services began in 1997 as a life Insurance Agent for a prominent Milwaukee firm. He then spent time working in a local community bank and there he realized that Investments was ultimately the...

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Cris Adams

Registered Administrative Associate

262-798-7979

262-798-8950

Cris Adams’ primary focus is on client service. She has dedicated her financial career to helping clients with service needs. She stumbled into the financial services industry in 1991 when she answered an ad for a new firm that needed...

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Robin Rozman's background is diverse ranging from criminal justice to fundraising. Her career in financial services began in 1995 and was nearly short lived until she found her forever firm at Freedom Wealth Alliance in 2005 (formerly...

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