
Tim Croak, CLU, ChFC
CEO & Founder
Eric Croak, CFP™
President
Jim Burnor
Senior Wealth Advisor
James Johnson
Wealth Management & Insurance Advisor
David Theiss, CPA, CFP™
Wealth Management & Tax Advisor
Chad Rutkowski
Relationship Manager
Carter Bayer, MBA
Relationship Manager
Jeremy Hartle
Wealth Management Advisor
Connor Hutchison, EA
Wealth Management Advisor
Mary Due
Client Relationship Manager