(713) 355-9910
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
675 N. Barker Road, Suite 220, Brookfield, WI 43045
Phone: (262) 798-7979 Fax: (713) 355-1910
Mon-Fri: 8:00 AM – 4:30 PM
A dedicated team of professionals involved beyond the expected.
Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 30 years of his professional career helping people improve their financial lives. From the beginning, his focus has resulted in him outgrowing two investment firms, leading to his ultimate professional achievement, building, and managing his own RIA.
Kurt’s goal is to bring high quality, personalized investment management within the reach of high net-worth investors. Recently Kurt aligned his Registered Investment Advisory Firm with Intrua Financial to gain access to a large network of professionals, including asset managers, financial planners and thought leaders. His vision is to reduce the time spent managing the RIA to spend more time managing his client’s investment portfolios. Kurt holds his holds his Series 7, 9, 10, 63 registrations through LPL Financial and his Series 65 through Intrua Financial LLC.
For Kurt, work is deeply interwoven into his life. He is always looking for ways to improve and grow. He meets new challenges head on, always striving for professional development and advancing new portfolio management techniques.
Fun Facts about Kurt: Kurt’s favorite subject is history. He especially enjoys reading about our countries forefathers and holds all our military personnel in the highest regard.
Kurt’s favorite hobby is travel. Whenever he gets the opportunity to do so, he and his wife head out on a new adventure.
As a Financial Advisor, Darren dedicates himself to guiding people towards financial independence. He cultivates deep relationships and creates real connections with his clients, which allows him to offer risk management strategies and customized approaches aligned with their personal goals and objectives. He is inspired by seeing his clients achieve their dreams and live their true passions. In addition to serving individuals, Darren manages corporate accounts and church endowment funds, establishing himself over the years as a successful and respected advisor.
Darren obtained a BSc in Business Administration. He began his professional career in financial services in 1998 at Strong Capital Management, continuing his learning at JPMorgan Chase Private Client Services. Darren moved to the Registered Independent Advisor terrain as he evolved into more than just an investment manager. Darren holds his Series 7 and 66 registrations through LPL Financial and has Life, Health, and Variable Annuity Insurance licenses. Darren also achieved his CERTIFIED FINANCIAL PLANNER® – CFP®, Chartered Retirement Planning Counselor SM – CRPC® & Behavioral Financial Advisor™ – BFA™ designations.
Germantown, Wisconsin is home to Darren and his wife. He has 2 sons and a step-daughter that also live in the area. He is also a “Grandpa” with 2 grandsons. Darren’s family enjoys spending time together, supporting one another in their personal endeavors and encouraging one another with laughter and love. Taking the time to enjoy family get-togethers has become a very important way for them to bond, reconnect, and refresh.
Fun Facts about Darren:
Darren enjoys playing pickleball and cards, fishing, shooting, watching sports and comedy shows.
Darren and his wife are actively involved in their community and church.
Darren’s smile and warm personality makes everyone feel at ease.
Chuck began his financial services career in 1984, and became a Certified Financial Planner Professional in 1989. Chuck joined Freedom Wealth Alliance in 2016 as a Financial Advisor to offer his clients a team-based approach for their financial endeavors. Chuck focuses on retirement planning, wealth accumulation, risk management strategies, estate planning strategies, long-term care management and comprehensive fee-based financial planning.
Chuck graduated from the University of Wisconsin-Lacrosse and is a lifelong resident of Waukesha County. He lives in Sussex and has two children Oliver and Elizabeth.
Fun Facts about Chuck:
He is an accomplished trumpet player who performs regularly with several musical groups. Chuck is also a “grand adventure” enthusiast, taking on challenges such as hikes across the Grand Canyon, remote wilderness canoe trips, mini-triathlons and tough mudder obstacle runs.
Jerry is dedicated to continuing his over 45 years of providing guidance and advice to his clients to pursue their financial freedom. Jerry’s strong emphasis on understanding his client’s goals and objectives allows him to implement and design a customized financial plan that over the long term works toward those goals and objectives.
Jerry obtained his degree in finance and accounting through Bryant & Stratton, and Marquette University. His career started in 1975 at Northwestern Mutual Wealth Management with stops at Blunt Ellis & Loewi and B.C. Zeigler.
He holds his securities 7, 8, and 63 registrations through LPL Financial. Additionally, he holds his series 66 through LPL Financial and Freedom Wealth Alliance.
Jerry resides in Mequon, WI, he also has a vacation home in Neillsville, WI where he was born, and his grandfather came to America to farm in Neillsville. He is married to Laura Lee and has two sons Eric and Paul and grandchildren Easton and Dakota.
Jerry is a dedicated hunter and forest conservationist. He enjoys hunting, fishing golf, gardening and his classic cars and Harley.
Favorite Quote:
“Planning is bringing the future into the present so that you can do something about it now”
As Vice President, Shannon helps build and grow key client and stakeholder relationships through partnership with Freedom Wealth Alliance. Shannon helps ensure that the firm’s strategy-focused resources are leveraged to maximize the client wealth experience.
Prior to joining Freedom Wealth Alliance in January 2011, Shannon was a financial advisor with Morgan Stanley Smith Barney. Shannon’s capital markets experience dates back to 1998 as President and Co-founder of a financial services software company servicing global banks. Shannon received Bachelor of Arts degrees in Sociology/Anthropology and Romance Languages from Washington & Lee University in Lexington, VA. He also holds an International MBA from Thunderbird, The Graduate School for International Management in Glendale, Arizona.
A native of Greensboro, North Carolina, Shannon resides in Milwaukee, WI with his daughters Sydney and Zoe. Shannon enjoys spending time with family, traveling, and fly fishing. He has a keen interest in services for children and young adults with special needs. In both his personal and professional life, Shannon is driven to invest in quality personal relationships.
Based on experience, Shannon ensures that the client wealth experience is customized for quality-of-life decisions. This includes the important financial and goal-based planning needed to shape clients’ lives and legacy.
Fun Facts About Shannon:
Shannon is a ‘foodie’, considered a career in the culinary arts, and is fluent in French.
Shannon is ‘outdoorsy’, loves gardening, and has taken up Overlanding to camp and fish more often.
Shannon ‘sings’, and while he avoids karaoke, he has a song in his heart and has been known to break into song at a moment’s notice.
Shawn is dedicated to helping people work toward accumulating wealth and to navigate a tough tax environment to pass it on to the people they care about most. He takes a multi-faceted approach to investment planning that allows him to operate efficiently for his clients in an ever-changing financial environment. Shawn often describes the art of financial planning as a puzzle. Anyone can sell you something, however, seeing how the individual pieces of someone’s financial life comprises the big picture is more important in the long run.
Shawn graduated with a Bachelor of Business Administration in Finance from the University of Wisconsin-Oshkosh in 1992. He holds the Series 7 and 63 registrations through LPL Financial. Shawn holds his 66 registration through Freedom Wealth Alliance.
Shawn resides in Waterford, Wisconsin with his high school sweetheart and wife, Kim and their children Austin and Delaney. Shawn has been in the industry for over 30 years.
Fun Facts about Shawn:
Shawn loves the outdoor activities found in Wisconsin, hunting, fishing, etc. He is active in the lives of his children and enjoys spending time with his family.
Shawn has a great sense of humor and has no problem poking fun at himself as well.
Tom has in his 16 years in the financial services industry been advising and educating his clients through market expansions and contractions. As a financial advisor, Tom develops close relationships and develops a clear understanding of his client’s goals and risk tolerance through regular contact and his open door policy. Most rewarding to Tom is not only managing his client’s finances and working towards their goals but the feeling of being like a valued member of his client’s family.
Tom is passionate about the financial industry and understands the importance of a well thought and developed plan for financial independence for all his clients. He specializes in investment and retirement planning for families and closely held businesses.
Fun Facts about Tom:
Tom was born and raised in Green Bay Wisconsin and because of that is a Packer season ticket holder and enjoys cheering on the Green and Gold.
Tom also enjoys playing golf, boating, fishing, hunting and traveling with family and friends.
Josh began his career in 2023 and joined Intrua in 2025, bringing a passion for helping clients create holistic financial plans that adapt to their evolving lives and goals. With a particular focus on retirement income planning, he assists clients in determining if their funds will last through retirement. Josh values collaborating with a talented, down-to-earth team dedicated to delivering exceptional service.
Because each client’s situation is unique, Josh takes time to understand their goals—whether that’s preparing for retirement, planning for education, managing assets, addressing health or risk considerations, or leaving a legacy. His goal is to provide clear guidance that supports both financial independence and confidence.
A native of Cedar Grove, Wisconsin, Josh earned his Bachelor of Business Administration in Finance and Risk Management from the University of Wisconsin–Oshkosh. He holds Series 7 registration through LPL Financial and his Series 66 registration through Intrua Financial, as well as life, health, and variable insurance licenses.
Outside the office, Josh enjoys playing cornhole, hunting, riding his motorcycle, and spending time with his girlfriend and their two dogs, Gus and Max. He also gives back to his community by coaching wrestling for the Cedar Grove–Belgium School District.
