Since my beginning as Financial Professional, I’ve believed advising is about more than money – It’s the service of helping real people find the purpose and contentment they seek from a strong financial foundation. With this client centric approach, I spent the next 30 years seeking to build and refining a collaborative team of professionals that embody the high standards I felt clients deserved. Freedom Wealth Alliance, a Registered Investment Advisory Firm was born.
The Alliance of shared talent, complimentary skills and a mission to change people’s lives. We now offer this advanced service platform to other financial advisors who strive for excellence in their field.
F.W.A. is home for many area advisors who share the belief that service excellence can only be achieved by a well-coordinated, well-structured team. We work together as a family just like my grandfather my Dad, and I did 30 years ago in our family hardware store. “Together, we can solve every challenge we face individually” - Kurt Rozman
To learn more about how I may be able to help, call my office at 262-798-7979, or send me an email anytime.
Favorite quotes:
"There are no constraints on the human mind, no walls around the human spirit, and no barriers to our progress except those we ourselves erect." Ronald Reagan
"In the end, it's not the years in your life that count. It's the life in your years." Abraham Lincoln