David Lacroix is a financial advisor with Entasis Asset Management LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Entasis since 2018 and previously worked at Cleary Gull Advisors Inc. for one year. Entasis Asset Management provides advisory, financial planning, tax planning, and non-investment management services to individual clients, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment strategy based on detailed in-house research, combining qualitative due diligence and quantitative scoring, and offers both discretionary, tax-aware portfolio management and technology-enabled solutions through Charles Schwab’s IIP platform.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with two years of industry experience. She holds the PFS™ designation and also owns Fredericks CPA LLC, a tax and accounting practice. Prior to joining Entasis, she worked at Dwayne Johnson & Associates, SC for two years. Entasis Asset Management serves individual clients, institutions, retirement plans, and other entities by providing investment advisory, financial planning, and tax planning services. The firm uses a Core/Completion investment approach combining in-house research and a documented manager selection process, offering both discretionary portfolio management and technology-enabled solutions.