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

Insurance & Annuity Specialist

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Faith Kieninger, CEBS

Wealth Management Advisor

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Chad Rutkowski

Director of Client Engagement

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Carter Bayer, MBA

Director of Operations

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Jeremy Hartle

Research & Equity Compensation Analyst

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Connor Hutchison, EA

Wealth Management Advisor

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Mary Due

Director of Service

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Jamie LaPan

Treasury & Cash Management

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Kathleen Martinez

Scheduling & Office Management

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Frances Kraus

Financial Intern