Tim Croak is a native of Toledo, Ohio and a graduate of the university of Toledo, where he received a bachelor’s degree in 1982 and joined the financial services field. He received the advanced professional designations of Chartered Life Underwriter in 1988 and Chartered Financial Consultant in 1990. Tim is also the co-founder and the first president of Creative Financial Partners, located in Perrysburg, Ohio. Tim has been consistently 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. Tim also holds hid series 7, 24 and 63 securities registrations.
Tim’s firm managed over $350 million dollars of assets, and has been rated one of the top financial planning and investment planning firms in the region every year since their inception. Tim is a long time member of the “Million Dollar Round Table” and “Top of the Table”, and was the youngest life member of the MDRT in the country to receive that recognition. He has been a member of Columbus Life, New England Financial, Ameritas Investment Corp and Aviva USA’s leader council. Because Tim is now an independent broker and advisor, he has the ability to leverage his extensive professional network on behalf of his clients, putting them in a position to find the newest and most efficient financial products and services on the market.
Tim has remained very involved in the Toledo area community, and has been well recognized by area leaders for his efforts. He serves on several community boards and organizations, highlighted by the Our Lady of Toledo Shrine, Gesu Heritage Foundation, Red Cross of Northwest Ohio, Blue Key National Honor Fraternity, Sigma Phi Epsilon Alumni Association, President of the board for family services of Northwest Ohio and Treasurer of the Board for Mercy College and the University of Toledo President’s Club, and was recognized as their initial Young Alumni of the Year Award.
Tim and his Wife, Sarah, a professional Family therapist, continue to support Toledo’s community building efforts, and have raised two children, Emily and Eric, Who are both proud graduates of the University of Toledo. They enjoy traveling, tailgating at Toledo Rockets football games, and enjoying their neighborhood adjacent to the university.
Eric takes pride in being a next-generation financial advisor. He utilizes cutting-edge technology and innovative investment techniques to help ensure his clients have the most up-to-date and efficient financial strategy available. By thinking outside the box, Eric has helped dozens of young professionals and next-generation business owners navigate a complex financial world.
Eric did his undergraduate work at the university of Toledo, before pursuing his Masters of Business Administration with a focus in Finance from the College of Charleston, South Carolina. He has since completed his Series 7, Series 66 certifications, and as of 2018 completed his Certified Financial Planner certification, one of the most difficult and prestigious designations in the industry.
Lifestyle planning is a major focus of Eric’s practice as he recognizes the desire for his clients to enjoy life as much now as they will in the future. He creates customized financial plans to help maximize income while still saving for rainy days and future needs. His clients consistent of Fortune 500 professionals, new to practice doctors & pharmacists, accountants, bankers, and high-income earning young professionals.
Eric works best when coordinating his clients entire financial picture. He believes that if you’re going to do something, it’s important to go with the best. By adding the best local CPA’s, estate planning lawyers, and insurance agents to his team, Eric acts as the quarterback to the financial side of his clients lives.
- Nicklas Norvell, Consultant
- Dennis Kowalski - Tax Accountant
- Eileen Brubaker - Executive Assistant
- Kathleen Martinez - Office Manager