Best Financial Advice: Have a plan and partner with someone who will help you follow the plan and reach your goals. Everyone needs support when trying to accomplish goals.
Bucket list: Travel the world – once children are grown – visit a new place outside the US each year. Live in a foreign country for part of the year – preferably France or Italy.
Favorite book: The Power of Habit by Charles Duhigg
Favorite quote: “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”
With a background in hospitality management Denise Croake has always enjoyed caring for others. As an independent Investment Advisor Representative and Chief Operations Officer at Encore Financial Group she continues to serve. After graduating from Johnson and Wales in Rhode Island, Denise managed properties in Pennsylvania and California including well known REIT AvalonBay. In 2010 it was time to return to Michigan and begin a more flexible, rewarding career with Encore Financial Group.
Denise focuses on group retirement plans, small business planning, and financial planning with those in their early or middle adulthood years. She specializes in helping people form a successful financial plan that will put them on a path to meet their goals. Her responsibilities include recruiting others to join Encore Financial Group in a satisfying career and maintaining the day to day operations.
Denise serves on the Petoskey-Harbor Springs Area Community Foundation finance committee. She loves to be with family, read, cook, hike, workout, travel, and explore history.