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Team

Over 29 years of investment experience working for you
Tom Office Photo | Apex Fiduciary Advisors | Personalized Professional & Accredited Investment Advice & Retirement Planning in Middleton, Wisconsin

Accredited Portfolio Management Advisor

Thomas Freitag

Thomas Freitag has over 29 years of investment experience after graduating from the University of Wisconsin, Madison. As an Accredited Portfolio Management Advisor (APMA®) and Certified Long-Term Care (CLTC) Advisor, he is passionate about working with clients to help them meet their financial needs and plan for the future. He will look at your entire financial picture, including cash reserves and debt management, investments, protection, and tax efficiency. He will ask the right questions and listen closely to your answers. That way, you can feel confident that the advice he provides reflects your personal dreams and goals.
Thomas currently volunteers with Middleton Youth Hockey as a board member and coach. He also serves as an Alumni board member for the Delta Chi Fraternity University of Wisconsin at Madison. Tom is also an Elks Club member. He is born and raised in Madison, WI and in his free time enjoys playing hockey and racquetball, hunting, fishing, and spending time with family. Thomas currently resides in Middleton with his wife Bianca and children Zachary and Ansel.

Practice Manager

Sandra Zimbric, CRPC®

With a Chartered Retirement Planning Counselor (CRPC®) designation combined with her engineering background, Sandra has a unique, analytical approach to finances and working with clients. Staying true to her passions of helping other people and planning for the future is what paved the trail from Sandra’s Bachelor of Science in Chemical Engineering to the financial advising industry. It also yields excellent personalized service, attention to detail, knowledge, and care that clients know to expect from her. Sandra resides in Waunakee with her husband, Matt, three boys George, Charlie, and Louis, and two dogs Zoe (Weimaraner) and Dunkin (Dalmatian). She thrives on staying active, whether it is in the outdoors running, biking, hiking, and anything adventurous, or volunteering her time and talents with the kids’ sports teams and schools.
Sandi Photo | Apex Fiduciary Advisors | Personalized Professional & Accredited Investment Advice & Retirement Planning in Middleton, Wisconsin
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, there are smart ways to go about it.
Phil Towne