Tim Croak has developed significant knowledge and expertise in investment and retirement planning as a Chartered Life Underwriter and a Chartered Financial Consultant. He is the founder and CEO of Croak Asset Management (Croak Capital), where he leads a team of independent and trusted financial advisors who provide personalized service with uncompromising integrity.

Tim has consistently been recognized as one of the top financial advisors in Northwest Ohio and has developed a reputation for going above and beyond for his diverse portfolio of clients. His firm has been rated one of the region’s top financial and investment planning firms every year since 2006. Tim was recognized as the youngest life member of the prestigious Million Dollar Round Table in the country and is the author of the book “The Light, a guide to living life with awareness, honor, and purpose”.

During Tim’s 41 years in the financial services industry, he has provided assistance to hundreds of individual and corporate clients, helping them grow and protect their investments and estates. As an independent broker and advisor, Tim is able to leverage his extensive professional network on behalf of his clients, finding the most current and efficient financial products and services on the market. He is dedicated to helping you make the most of your financial life.

Tim and his wife Sarah have two grown children, Emily and Eric and one grandchild Cooper. Tim is also passionate about his hometown. He has served on over 20 community boards and organizations and currently sits on the Board of Trustees of his Alma Mater – Cardinal Stritch High School and is the Chairman of the Board for Unison Health.  He and his family enjoy their lake house on the shore of Lake Erie, their home near the University of Toledo, and their many traveling adventures including scuba diving on the Great Barrier Reef, trekking to see the highland gorillas of Rwanda, and exploring the castles and palaces of Europe.