The Horizent Team
Our Values Shape Everything We Do
The Horizent team at Intrua Financial is built on a foundation of experience, integrity, and lasting relationships. Led by Eric Kulwicki, CFA®, CFP®, Shawn Thomas, and Nate Baumann, our team partners closely with clients to create tailored strategies that help grow, preserve, and sustain wealth for generations to come.
Our Mission
Our mission is to provide exceptional wealth management services grounded in quality, integrity, and experience, ensuring that every client receives personalized strategies designed for long-term independence. We prioritize transparency in all aspects of our work, fostering strong, impactful relationships that empower clients to make informed financial decisions.
Through dedicated service and a commitment to excellence, we strive to be an impactful partner in helping our clients work towards their financial goals and have confidence in their future.
MORE THAN A NAME
The Horizent Team
Horizent is a name born from the inspirational convergence of horizon and ascent. It’s a name that captures the spirit of rising toward something greater.
Horizon speaks to long-term vision, possibilities, and purpose. Ascent reflects growth, upward momentum, and the achievement of meaningful milestones. Together, Horizent symbolizes a journey of progress, where every step is guided, every goal is within reach, and every client feels empowered to climb toward the life they envision.
Horizent reflects our team’s mission to help clients move confidently toward future aspirations, backed by our steady support.
Eric Kulwicki CFA®, CFP®
Wealth Advisor
Investment Consultant
Portfolio Manager
(262) 798-7979
ekulwicki@intrua.com
www.kulwickiinsights.com
About Eric Kulwicki
Eric Kulwicki, CFA®, CFP®, brings over 20 years of financial markets experience to serving institutions, individuals, families, and business owners with tailored investment and wealth advisory services. Known for building deep, trusted relationships, Eric values the uniqueness of each client and collaborates with a network of professionals to help them achieve their financial goals.
Eric serves on the firm’s Investment Committee and is the lead portfolio manager on investment strategies used by wealth advisors and their clients throughout the U.S. Eric is a strong believer in financial education and provides different 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 was a 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.
Shawn Thomas
Wealth Advisor
(262) 798-7979
sthomas@intrua.com
About Shawn Thomas
With over 30 years of industry experience, Shawn is passionate about helping clients build wealth and navigate complex tax environments to protect and pass on their legacies to the people they care about most. He takes a thoughtful, multi-faceted approach to investment planning, viewing each client’s financial life like a puzzle – where understanding how all the pieces fit together is key to long-term success.
Shawn graduated with a Bachelor of Business Administration in Finance from the University of Wisconsin-Oshkosh in 1992. Shawn holds his Series 7 and 63 registrations through LPL Financial and his 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.
Nate Baumann
Wealth Advisor
(262) 798-7979
nbaumann@intrua.com
About Nate Baumann
Nate is a passionate financial professional who believes in a personalized approach, taking the time to understand each individual’s unique goals, risk tolerance, and life circumstances. His mission is to empower clients with the knowledge and strategies needed to build a secure and prosperous financial future. His commitment is to provide transparent, valued, and actionable advice that aligns with the client’s best interests. He leverages modern financial strategies and a forward-thinking perspective to navigate today’s complex economic landscape.
Nate graduated with a Bachelor of Business Administration in Finance from the University of Wisconsin-La Crosse and he holds the Series 65 registration through Intrua.
Nate resides in Brookfield, Wisconsin where he grew up as a familiar face and active member in sports teams, clubs, and his church community.
*Eric Kulwicki and Nate Baumann are not affiliated with LPL Financial.
Our Support Team
Our Horizent team is backed by a network of experienced professionals located in our Brookfield, WI office and throughout the broader Intrua and Larson organizations. We believe financial independence can be worked toward through collaboration, and we actively leverage our collective expertise and resources to support the full scope of our clients’ needs.
Bryan Ratkowski
Senior Client Service Associate
Josh Te Stroete
Paraplanner
Cheyenne Rogers
Service Associate
Courtney Garner
Director of Financial Planning
Jessi Ayrer
Director of Client Service
Amy Buchheit
Vice President
Sam Lawhon
President
Chief Investment Officer
our approach
A Clearer Path to Financial Freedom
Our approach is built on intentional planning, disciplined investing, and a deep understanding of what matters most to you. We don’t sell products. We design outcomes shaped by your goals, supported by strategy, and guided by truth in all.
Clarity Over Complexity
We simplify the complex so you can make confident decisions.
Discipline Over Distraction
In a noisy world, we stay focused on long-term results through intentional planning.
Integrity Above All
As professionals, we put your best interest first – always.
Freedom Through Partnership
We believe your goals deserve a team that understands your full life picture.
Your Life. Our Framework.
One Clear Plan.
We believe that confidence comes from clarity and clarity starts with a process. That’s why every client engagement follows a proven framework that helps turn your vision into actionable steps.
Define Your Vision
We start with a conversation, not a spreadsheet. Your goals and values guide everything.
Quantify Your Comfort
We assess your risk tolerance and align your investment strategy accordingly.
Focus on the Client
Sophisticated, diversified, and built to serve your goals, in all market conditions.
Orchestrate & Monitor
We manage your plan proactively, making adjustments with care.
Adapt Intelligently
As life evolves, so does your plan, but without compromising long-term integrity.