Intrua Financial – Navigate Life with Confidence Navigating you through all of your life’s moments with confidence

(713) 355-9910

3737 Buffalo Speedway, Suite 400, Houston, TX 77098

Client Center
Client Center

Brookfield, Wisconsin

675 N. Barker Road, Suite 220, Brookfield, WI 53045

Office: (262) 798-7979

Fax: (262) 798-8950

Mon-Fri: 8:00AM to 4:30PM

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A dedicated team to

Suit Your Needs

Charles Kuhtz, CFP®

Financial Advisor

Darren J. Liberski, CFP® , CRPC®, BFA™

Financial Advisor

Eric Kulwicki, CFA®, CFP®*

Investment Consultant / Portfolio Manager / Wealth Advisor

Josh Te Stroete

Paraplanner

Kurt Rozman

Financial Advisor

Nate Baumann

Financial Advisor

Shannon Smith, MBA

Financial Advisor

Shawn Thomas

Financial Advisor

Thomas Ramsett

Financial Advisor
Mitchell A. Wood, Financial Advisor at Intrua Financial

Mitchell A. Wood

Financial Advisor

*Eric Kulwicki is not affiliated with LPL Financial.

Brookfield, Wisconsin

branch office

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Kurt Rozman, CFS®

Financial Advisor

Phone Number: (262) 798-7979

krozman@intrua.com

Biography

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.

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Darren J. Liberski, CFP®, CRPC®, BFA™

Financial Advisor

Phone Number: (262) 798-7979

dliberski@intrua.com

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Biography

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.

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Charles Kuhtz, CFP®

Financial Advisor

Phone Number: (262) 798-7979

ckuhtz@intrua.com

Biography

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.

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Shannon Smith, MBA

Financial Advisor

Phone Number: (262) 798-7979

ssmith@intrua.com

BOOK A MEETING

Biography

As a Financial Advisor, 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.

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ENTER HORIZENT

Shawn Thomas

Financial Advisor

Phone Number: (262) 798-7979

sthomas@intrua.com

Biography

Shawn is part of the Horizent Team at Intrua Financial, working alongside Eric Kulwicki and Nate Baumann.

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 Series 63 registrations through LPL Financial, and the Series 65 registration through Intrua Financial.

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.

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Thomas Ramsett

Financial Advisor

Phone Number: (262) 798-7979

tramsett@intrua.com

Biography

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.

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ENTER HORIZENT

Eric Kulwicki, CFA®, CFP®*

Investment Consultant / Portfolio Manager / Wealth Advisor

Phone Number: (262) 798-7979

ekulwicki@intrua.com

*Eric Kulwicki is not affiliated with LPL Financial.

Biography

Eric leverages his 20+ years of financial markets experience to provide investment consulting and wealth management services to institutions, individuals, families and business owners.  Eric values deep client relationships and embraces the uniqueness of each client and their specific needs.  Eric loves working in a team environment and works closely with a network of professionals to help his clients pursue their goals.

As a member of the firm’s Investment Committee, Eric provides portfolio management leadership and support on investment strategies available to the wealth advisors and clients of the firm.  Eric is a strong believer in financial education and offers solutions to enhance the public’s knowledge on the ever-increasing complexity of investing in the financial markets. 

Prior to joining Intrua Financial in 2016, Eric served as Vice President and Senior Portfolio Analyst at Robert W. Baird & Company.  In this role, he assisted in the portfolio management of the firm’s discretionary, multi-asset portfolios and performed the due diligence on investment managers across a variety of asset classes and alternative strategies.

Eric received his Bachelor of Business Administration degree from the University of Wisconsin – Madison and his Master of Business Administration degree with a specialization in Finance from Marquette University, where he graduated with honors.  Eric is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™.

Eric was raised and currently resides in southeastern Wisconsin with his family.  He and his wife are very involved in the many activities of their three children.

Services Offered

Institutional Investment Consulting:  For institutional clients and wealth management firms seeking investment management support, Eric draws on his extensive portfolio management and investment manager due diligence experience to help define investment objectives, asset allocations, and investment selections.  Eric can also provide investment commentary and investment technology support as needed. 

Please visit https://www.kulwickiinsights.com/investment-consulting for more information.

Wealth Management:  As a member of the Horizent Team at Intrua Financial, Eric and his team will work with you to better understand your current financial situation and develop a plan to help you meet your financial goals.  Planning can be holistic or custom-tailored to include budgeting, retirement planning, investment strategy and management, risk mitigation / insurance, estate and legacy strategy, tax planning, and other services as needed.

Please visit https://horizent.intrua.com for more information.

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ENTER HORIZENT

Nate Baumann

Financial Advisor

Phone Number: (262) 798-7979

Email: nbaumann@intrua.com

Biography

Nate is part of the Horizent Team at Intrua Financial, working alongside Eric Kulwicki and Shawn Thomas.

He is a dedicated financial professional who takes a personalized approach, focusing on understanding each client’s individual goals, risk tolerance, and life circumstances. Nate’s mission is to help clients make informed financial decisions and pursue a confident, independent financial future.

He is committed to providing transparent, practical guidance designed to align with each client’s best interests. By combining modern financial strategies with a forward-thinking perspective, Nate helps clients navigate today’s evolving economic environment.

Nate earned a Bachelor of Business Administration in Finance from the University of Wisconsin–La Crosse and holds the Series 65 registration through Intrua Financial, LLC. He resides in Brookfield, Wisconsin, where he remains an active member of the local community through sports, clubs, and his church.

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Josh Te Stroete

Paraplanner

Phone Number: (262) 798-7979

josh@intrua.com

Biography

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.

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Mitchell A. Wood, Financial Advisor at Intrua Financial

Mitchell A. Wood

Financial Advisor

Phone Number: (713) 355-9910

mitch@intrua.com

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Biography

Mitchell, or Mitch as many call him, grew up in Flint, Michigan, in a modest home on 10 acres next to his grandparents. Summers were spent exploring the woods and in the shadow of his grandparents learning gardening, cooking, quilting, and building. Dinnertime meals served as the basis of his business education as he heard his parents discuss the day-to-day challenges of owning and operating businesses. An old soul, Mitchell realized early on that his life would be different than others. Growing up with two older brothers, one with Down syndrome, he knew that life events were significant as not everyone would experience milestones in life the same way or at all. Life needs to be appreciated and with purpose.

After high school, Mitchell pursued a path in youth ministry, studying to become a youth pastor and was active volunteering at their church. During college, he married his high school sweetheart, Katrina, and quickly found himself balancing full-time work, school, and family life—lessons in responsibility and prioritization that would later inform his approach to financial planning. The great irony, he notes with a smile, is that he went from “working with poor teens to helping rich old people.” As he often tells people, people are often still at the mercy of their own emotions.  He still finds value and purpose in advising people who are just older “teenagers” now, albeit with bigger portfolios.

Mitchell’s professional journey in finance began in 2004 when he joined a hybrid RIA through a relationship from his church. Over time, he learned how ministry could be done outside the walls of the church and assumed responsibility for operations, portfolio construction, compliance, and client management, eventually earning his Series 7 and 66 licenses which he currently holds through LPL Financial. In 2011, he transitioned into consulting, helping over a thousand advisors nationwide optimize their operations, build repeatable processes, and deliver better client experiences. In 2015, he started his own RIA and in 2018, he returned to the firm where his career began, stepping into the role of COO. Both of these two companies were later acquired by Larson Financial Holdings.

From there, he served as president of Larson Network Services and eventually COO of Larson Financial Holdings, leading the operational teams consisting of investments, compliance, marketing, legal, information technology, human resources, and finance that served as the hub for the various subsidiaries of Larson Financial Holdings, including their various RIAs, Broker Dealer, tax planning, and addition client services affiliates. In 2023, Mitchell took on the role of President of Intrua Financial, providing guidance and support for the advisors and clients service teams nationwide.

Now, Mitchell has stepped back from operational roles and focuses entirely on working directly with individuals and families as a Wealth Advisor. He combines an engineer’s precision with a teacher’s clarity and a pastoral heart, helping clients align their values around their financial planning. He prides himself on the ability to simplify complex decisions, so that clients can feel confident about their financial futures. His approach is rooted in understanding people first—their dreams, fears, and opportunities—and translating that into actionable strategies that bring clarity, peace, and results.

Mitchell lives in Minneapolis with his wife, four children, and a couple of cats. When he’s not helping clients, he can be found active within his church, gardening flowers and vegetables, exploring his wooded acreage, tinkering on DIY projects, tirelessly perfecting recipes in the kitchen, or tending the wood stove during Minnesota winters.

FUN FACTS ABOUT MITCH

•     He’s mildly obsessed with wood-stoves and all things DIY sustainability.

•     He’s happiest with dirt under his fingernails and a project in progress.

•     And his favorite challenge? Turning something boring into something brilliant.