Client Solution Specialist
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 area he wanted to focus on. In 2006 he joined Rozman Wealth Management (now Freedom Wealth Alliance) and has been focused on servicing our clients' needs and desires with regards to their financial matters.
Bryan's focus is to deliver the best client service in a detailed and efficient manner. He holds the clients' needs in the highest regards and will do everything in his power to make sure those needs are met or exceeded. As a Client Solution Specialist, Bryan holds himself to the highest standards in regulatory obligations and understands the value of doing what is right by the client. Typically, if a client has a question about their account Bryan is their guy. Bryan is patient and kind, helping clients with their questions or requests.
Bryan spends his free time with his son. He helps coach his baseball team in the spring and is his biggest cheerleader during football and basketball season. Bryan is also an avid outdoorsman, spending time in a tree stand during bow season is the ultimate get away for him but fishing and camping are not far behind.
Fun facts about Bryan:
Bryan wins our team's wellness challenge every year; he is disciplined in a quiet, methodical way that makes him an unsuspecting competitor.
Bryan consistently remains our most calm, cool and collected team member, he is often referred to as "unflusterable".
His favorite quotes:
"Do not follow where the path may lead. Go instead where there is no path and leave a trail." Emerson
"Nothing great was ever achieved without enthusiasm." Emerson