Brookfield, WI Office

Eric Kulwicki is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Intrua Financial and has previously worked at Freedom Wealth Alliance, LPL Financial, and Robert Baird & Co. Kulwicki owns Wisconsin Investor Education, LLC, which provides access to investment and financial education. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, modern portfolio theory, technical, and cyclical analysis to develop customized asset allocations and implements strategies through direct management, model portfolios, and third-party managers.

Darren Liberski is a financial advisor with intrua Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including roles at LPL Financial and Freedom Wealth Alliance. He also serves as a notary public in addition to his advisory work. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management along with comprehensive financial planning and retirement plan consulting.

Joshua Te Stroete is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Harbour Investments, Inc, and Concorde Investment Services, LLC. Outside of his advisory work, he is employed part-time as a high school wrestling coach for Cedar Grove-Belgium High School. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management, including access to third-party managers and wrap programs.

Nathan Baumann is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Intrua Financial, he worked at Northwestern Mutual and has experience in hospitality as a part-time cook. Baumann also performs contract work assisting Larson Financial Group’s trading team with trading and rebalancing tasks. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies, managing approximately $1.76 billion in client assets as of the end of 2024.

Shannon Smith is a Series 66-licensed financial advisor with 20 years of industry experience. Currently at Intrua Financial, she has previously worked at LPL Financial, Freedom Wealth Alliance, Wells Fargo Advisors, and Morgan Stanley. She is also a notary public in Brookfield, Wisconsin. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a blend of fundamental, portfolio theory, and technical analysis to create customized investment strategies.

Shawn Thomas is a financial advisor with intrua Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial, Freedom Wealth Alliance, FSC Securities Corp, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he is involved with several fiduciary trusts and non-variable insurance activities. Intrua Financial is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create tailored investment strategies implemented through various management approaches.