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About
Our Story
Our Team
Wealth
Tax
Risk
FAQs
Insights
Client Login
Contact Us
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
Wealth Management & Insurance Advisor
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David Theiss, CPA, CFP™
Wealth Management & Tax Advisor
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Faith Kieninger, CEBS
Wealth Management Advisor
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Chad Rutkowski
Relationship Manager
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Carter Bayer, MBA
Relationship Manager
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Jeremy Hartle
Wealth Management Advisor
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Connor Hutchison, EA
Wealth Management Advisor
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Mary Due
Client Relationship Manager
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Jamie LaPan
Client Relationship Manager
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Kathleen Martinez
Client Relationship Manager