Heather D. Croke
Wealth Management Partner
Heather has been providing wealth management services to clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC and as a Registered Representative of Valmark Securities, Inc. since 2001. She provides families and individuals with a variety of financial services including investments, money management, tax preparation, risk and debt management, and income tax, estate, retirement and education planning. Heather specializes in managing clients’ money to help them meet their needs and comfort levels, and she assists individuals in defining and achieving their financial goals and objectives. Heather joined Boulay in 1998, and she has more than 17 years of experience in the wealth management field.
Heather enjoys traveling, spending time with her husband and three kids, and reading.
Click here for information pertaining to the designations listed.