With over 50 years of combined investment experience, our team has the expertise to make your financial goals a reality. Croak Asset Management has guided over 1,000 households on their journey to financial freedom and we’re dedicated to making the lives of their clients better every day. As your fiduciary, we aren’t held down by sales quotas or archaic investment techniques and are free to put the best interests of our clients first, every time.
Meet Our Team
As a Chartered Life Underwriter and a Chartered Financial Consultant, Tim Croak has developed significant knowledge and expertise in investment and retirement planning. He is the founder and CEO of Croak Asset Management (CAM), 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 top financial and investment planning firms in the region every year since 2006.
A longtime member of the Million Dollar Round Table (MDRT) and Top of the Table, Tim was the youngest member in the US to be recognized as a MDRT life member. He has been a member of the leader council for Columbus Life, New England Financial, Ameritas Investment Corp, and Aviva USA. Tim also is the co-founder and the first president of Creative Financial Partners, located in Perrysburg, Ohio.
During Tim’s 37 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.
In addition to his work, Tim is passionate about his hometown. He is a graduate of the University of Toledo was the first Young Alumni of the Year Award recipient. He remains active in the University of Toledo President’s Club, Blue Key National Honor Fraternity, and Sigma Phi Epsilon Alumni Association. He serves on several local boards, including the Red Cross of Northwest Ohio, Board President of Family Services of Northwest Ohio, and Treasurer of the Mercy College Board of Trustees.
Tim and his wife Sarah have two grown children, Emily and Eric. He and his family continue to support the Toledo community, enjoy traveling, and tailgating at Toledo Rockets football games. Tim is also the author of The Light: A guide for living life with awareness, honor, and purpose.
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.
Eric Croak, MBA, CFP
Financial Consultant
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.
After graduating from the greatest University in Northwest Ohio, Nick came to Croak Asset Management as our Chief of Staff. Besides organizing the day-to-day operations of the firm, he also manages all of our technology and reporting software. His leadership and expectation for excellence has allowed him to excel at our firm and quickly become a client favorite. Along with all of his responsibilities with the firm, Nick is also a fully licensed advisor and member of our investment team. From working with individuals who are beginning their investment journey to helping transition wealth from generation to generation, Nick uses lifestyle-based financial planning to meet the needs and financial goals of his clients.
Jim brings multi-faceted experience in the financial world to the Croak Asset Management team. He holds a series 65 and multiple insurance licenses, as well as a Special Needs Planner certification, which our team considers an invaluable aspect of his duty to provide for the varying needs of his diverse group of clients. 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 and is actively involved with numerous local charities.
At Croak Asset Management, Jim serves as the Retirement Plan & Insurance Specialist. His focus on the 401(k) and 403(b) space has given business owners and executives all over Ohio the opportunity to save for their future while providing significant benefits to their employees. He also manages our insurance department which helps protect families and mitigate risk in their financial situation.
At Croak Asset Management, Jim serves as the Retirement Plan & Insurance Specialist. His focus on the 401(k) and 403(b) space has given business owners and executives all over Ohio the opportunity to save for their future while providing significant benefits to their employees. He also manages our insurance department which helps protect families and mitigate risk in their financial situation.
Connor joined to the Croak Asset Management Team from Temperance, Michigan and brings with him an expertise in both Wealth Management and Tax Planning. As a varsity basketball player for Heidelberg University, Connor uses his background as an athlete to explain complex financial products while he equips young professionals with the tools necessary to optimize their wealth.
As a former tax professional, Connor solidified his position on our investment team because of his in-depth knowledge of the Tax Code and his creation of unique strategies to minimize the burden of taxes to our clients. When he isn’t managing client portfolios, Connor shifts his focus toward serving the young professional communities in Northwest Ohio & Southeast Michigan.
As a former tax professional, Connor solidified his position on our investment team because of his in-depth knowledge of the Tax Code and his creation of unique strategies to minimize the burden of taxes to our clients. When he isn’t managing client portfolios, Connor shifts his focus toward serving the young professional communities in Northwest Ohio & Southeast Michigan.
Kathleen graduated from Davis College with a degree in Interior Design and Business. She has worked in the Toledo area as a administrative assistant in the accounting and engineering fields for several companies, including Price-Waterhouse and Matrix Technologies. Recently, Kathleen transitioned with the rest of the Croak Asset Management team to their downtown Toledo location.
Kathleen grew up in Oregon, Ohio, currently lives in Waterville, Ohio and is married and has three sons. Kathleen enjoys spending her free time volunteering for community events, painting and sewing.
