Accredited Portfolio Management Advisor
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.