Thomas Freitag is a financial advisor with Apex Fiduciary Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He is also the owner of Apex Fiduciary Tax Advisors, LLC, where he spends significant time managing operations. Apex Fiduciary Advisors LLC provides financial planning, investment management, and qualified plan consulting to individuals, families, trusts, estates, businesses, charities, and qualified plans. The firm uses a customized strategic asset allocation framework and integrates tax and insurance services through affiliated entities, serving primarily with non-discretionary account management.

Sandra Zimbric is a financial advisor at Apex Fiduciary Advisors LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial. Outside of her advisory role, she serves as Treasurer of the Waunakee Boys Kickers Club. Apex Fiduciary Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and retirement plans, providing financial planning, qualified plan consulting, and investment management. The firm builds customized portfolios aligned to target risk allocations and offers both discretionary and non-discretionary management, emphasizing coordination of investment, tax, and insurance services.