Croak Capital

Timothy Croak is a ChFC® credentialed financial advisor with 38 years of industry experience. He is president of Croak Capital and has held roles at Purshe Kaplan Sterling Investments and Ameritas Investment Corp. Outside of his advisory work, he owns and manages businesses in life insurance brokerage, tax preparation, and office building management. Croak Capital serves individual and high-net-worth clients, pension plans, charitable organizations, and business clients, offering portfolio management, financial planning, and pension consulting. The firm employs customized model portfolios using various analytical methods and manages accounts both directly and through a wrap fee program, with affiliated insurance and accounting firms as part of its service structure.

Jason Connell is a CFP® with 15 years of industry experience, currently serving as an advisor at Croak Capital. He previously worked at Winovich Wealth Partners, Ameritas Advisory Services, Ameritas Investment Corp, Wilcox Financial/Wilcox Sports Management, and JPMorgan Securities. Connell assists with portfolio management, financial planning, and trading. Croak Capital manages approximately $364 million for individual clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized real-estate advisory services, utilizing a multi-faceted investment process that incorporates fundamental and technical analysis alongside Modern Portfolio Theory.

Connor Hutchison is a financial advisor at Croak Capital with six years of industry experience. He holds a Series 65 designation and has worked at Bridgeway Financial Consulting & Tax Services, LLC since 2022. Outside of his advisory role, Hutchison is involved in tax preparation and serves as owner and CEO of operations at Bridgeway Financial Consulting & Tax Services. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm uses customized model portfolios and multiple analytical approaches, managing accounts both directly and through a wrap fee program, with affiliations to an accounting firm and insurance agency.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.