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Phone: 419-873-8500
Extension: 1011
Fax: 419-873-8503
Cell: 419-779-1004

Tim Croak*, Financial Consultant

A native of Toledo, Tim graduated from Cardinal Stritch High School and the University of Toledo with a bachelor's degree in history. He has been in the financial services field since his graduation in 1982. In high school, Tim was captain of the football team, chairman of the honor council and a lead in the school musical. While at the University of Toledo, Tim was a student senator, director of student services, member of Mortar Board and president of both his fraternity — the largest student organization on campus — and the Blue Key National Honorary Fraternity, which represents the top 13 students on campus. In his senior year, he was named the outstanding fraternity member in the state of Ohio.

In 1987, Tim obtained his Chartered Life Underwriter designation and three years later he obtained his Chartered Financial Consultant designation. He holds Series 7, 63 and 24 securities registrations. Tim started his career at the Savage and Associates agency of Columbus Life. There, he was a 12-year member of their management team and was a member of their elite President's Club. In September 1999 he was named the managing partner for New England Financial in his hometown of Toledo and served in that role for five years. During that time, New England Financial was named a Heritage Award winner and was a three-time finalist for the Rising Star Firm of the Year award. In February 2005, Tim started a new independent firm with several other financial services professionals — Creative Financial Partners. Located in Perrysburg, Ohio, they have their own building and offer a complete array of financial, insurance and planning products and services.

Tim has had many speaking engagements around the country and has served on many community boards and organizations. Included in this service are his terms as founding member and president of both the Gesu Parish Heritage Foundation and the Our Lady of Toledo Shrine. He was the first-ever recipient of the University of Toledo Young Alumni of the Year award, the first presenter for the National Association of Life Underwriter's career builders program, and the second-ever recipient of the Sigma Phi Epsilon Alumni of the Year Award. Tim enjoys his family, his wife, Sarah, and children, Emily and Eric. He likes to travel, play golf and tennis and coach Gesu's grade school football team.

Tim's financial focus includes:

  • Estate planning
  • Small business planning

His greatest desire is to help individuals and families develop financial freedom. The best financial tip he can share is to "divorce your ego from your financial decisions." By doing so, you're better able to objectively assess the differences between needs and wants.

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*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Creative Financial Partners are not affiliated. Additional products and services may be available through representatives or strategic partners of Creative Financial Partners that are not offered through AIC. Securities products are limited to residents of Ohio, Michigan and other states where our representatives are registered.

This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative from Creative Financial Partners will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.