Heather Croke, CFP®, CPA

Heather, the newest member of RFG, brings a unique set of skills and passion to the team. She partners with clients and their advisors to provide investment management, retirement modeling, estate, tax, charitable, and education planning. She focuses on designing and implementing a customized strategy to help clients achieve their unique goals. She enjoys walking alongside clients on their financial journey and finds the relationships she develops with clients and their families to be the most rewarding part of her work. 

Heather has over 25 years of wealth management experience and holds both a CFP® and CPA designation, which is a rare combination. She translates that technical expertise into a down-to-earth, relatable style that makes even the most complex strategies feel approachable. 

Heather grew up in North Dakota and currently lives in Lakeville with her husband and two daughters and son. When people ask what her hobbies are, she shares they are what her kids’ hobbies are, as there isn’t time for much else. She loves to travel, spend time with her family, attend live music events, and be outside in the summer. 

Heather Croke is a Certified Financial Planner of Cetera Investment Advisers LLC.