Jim brings multi-faceted experience in the financial world to the Croak Asset Management team. He holds a series 65 and multiple insurance licenses and a Professional Plan Consultant designation, which our team considers an invaluable aspect of his duty to provide for the varying needs of his diverse group of clients and their needs. Jim’s commitment to serving his clients extends beyond the office doors and into the community, where he proudly serves as a board member for the Avenues for Autism, serves on the disability committee for Toledo Rotary, and is actively involved with numerous local charities and committees.

At Croak Asset Management, Jim serves as the Retirement Plan Specialist. His focus on the 401(k) and business owner space has given owners and executives all over Ohio the opportunity to save for their future while providing significant benefits to their employees.

Jim is married to Erin Burnor, and they have 3 kids, Jenna, Peyton, and Easton. They reside in West Toledo.