Our Team

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Tim Croak, CLU, ChFC

CEO & Founder

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Eric Croak, CFP™

President

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Jim Burnor

Senior Wealth Advisor

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James Johnson

Wealth Management & Insurance Advisor

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David Theiss, CPA, CFP™

Wealth Management & Tax Advisor

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Chad Rutkowski

Relationship Manager

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Carter Bayer, MBA

Relationship Manager

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Jeremy Hartle

Wealth Management Advisor

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Connor Hutchison, EA

Wealth Management Advisor

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Mary Due

Client Relationship Manager

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Kathleen Martinez

Client Relationship Manager