Providing financial and investment planning services

Tim Croak

  • Series 7, Series 66, Series 24, Life & Health Insurance Licenses
  • ChFC - Chartered Financial Consultant
  • CLU - Certified Life Underwriter
  • Million Dollar Round Table/Top of the Table
  • Ameritas Leader’s Council

Eric Croak

  • Series 7, Series 66, Life & Health Insurance Licenses
  • Certified Financial Planner (CFP) Designation - in process
  • Masters of Business Administration with a focus in Finance from the College of Charleston, South Carolina
  • National Association of Insurance and Financial Professionals Young Advisor Chair
  • 2016 New Agent of the Year
  • Million Dollar Round Table