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.