You shouldn’t have to choose between strong investment results and a personalized client experience. Our team delivers both—straightforward investing that works, and a relationship that fits your needs. Our team is committed to delivering a service experience that respects your time, simplifies your financial life, and enhances your financial outlook. You’ll always know what’s happening and why, with insights and comprehensive service that matter to you.

Tim Croak, CLU, ChFC
CEO & Founder
Eric Croak, CFP®
President
Jim Burnor
Senior Wealth Advisor
Faith Kieninger, CEBS
Wealth Management Advisor
Carter Bayer, MBA
Director of Operations
Jeremy Hartle
Research & Equity Compensation Analyst
Connor Hutchison, CFP®, EA
Wealth Management Advisor
Mary Due
Director of Service
Jamie LaPan
Treasury & Cash Management
Kathleen Martinez
Scheduling & Office Management