Who We Are - Croft Enterprises LLC

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Who We Are

Net Worth. Life Worth.

The Team

Paul Croft founded Croft Enterprises in 2008, during one of the worst economic times the United States has ever faced. He believed it was the perfect time to start, because if he could make it in 2008, he knew his company would be successful.

Paul has a unique ability to establish deep and impactful relationships. He always has your best interest at heart and will work very hard for you. He studied accounting & business at the University of North Dakota (UND) after having grown up in Two Harbors, Minnesota. He has done financial consulting for 17 years and is great at it—he’s a true professional.

p: 612-220-7692
e: paul@croftenterprisesllc.com
l: https://www.linkedin.com/in/paulcroft/

LEADERSHIP

Paul Thomas Croft

Founder & Chief Executive Officer

Jonathan D. Frost, CPA, MBA

Chief Financial Officer & Tax Director

Chuck Bretz, J.D.

Chief Legal Officer

Josh Lund

National Sales Director

Elizabeth Suit

Executive Assistant to Founder & CEO Paul Thomas Croft

Sandeep Basran, J.D.

Attorney Liaison

David Herrera

Real Estate & Fund Manager

Rocky Garza

National Culture Director

BUSINESS DEVELOPMENT

Ryan Patrick Dunn

Senior Vice President of Business Development & Operations

Brandon Lee Carone

Senior Vice President of Business Development & Strategy

Chelsea Missick

Senior Vice President of Business Development

Arnaldo Sanchez

Senior Vice President of Business Development

Matt Dira

Senior Vice President of Finance

LOGAN D. VANDERGRIFF

Vice President of Business Development

Courtney Nash

Vice President of Business Development

Sean Dunn

Vice President of Business Development

GUS DIAMONDIDIS

Vice President of Business Development & Strategy

Rabia Sohail

Vice President of Business Development

Raechell Pullett

Vice President of Business Development & Strategy

Gabriel Fransen

Vice President of Business Development

Eric Fransen

Vice President of Business Development

Jason Granberg

Associate of Business Development

Joseph Le

Associate of Business Development & Licensed P&C Insurance Broker

Michael J. Gannon III

Associate of Business Development

Stacey Moragne

Associate of Business Development

David Kozicki

Associate of Business Development

Gabrielle Fox

Executive Sales Assistant & Client Service Manager

Russ Lalevee

Associate of Business Development

Bethany Fischer

Associate of Business Development

Jason Plucinak

Associate of Business Development

Courtney Durham

Associate of Business Development

Alex Lawrosky

Associate of Business Development

Harry Garcia

Associate of Business Development

Enrique Algarin

Associate of Business Development

Jim Schaefer

Associate of Business Development

Jerrad Havins

Associate of Business Development

Darrin James Vogeli

Vice President of Business Development

Jon Reyerson

Associate of Business Development

Yadira Kauffman

Associate of Business Development

Ryan Piprude

Associate of Business Development

TAX SERVICES

Angela L’Esperance

Senior Vice President of Accounting & Tax Director

Ashish Rana, CFA, MBA

Vice President of Accounting & Tax Director

Michael Garbis, MBA

Vice President of Accounting & Tax Manager

Parminder Kaur, MBA

Tax Manager

Bruce Nelson

Tax Manager

KIM ERVIN

Tax Manager

BRENDAN WALL, CPA

Assurance Manager

NIC ELLIOTT

Payroll & Firm Manager

JAE SMITH

Tax Supervisor

MATTHEW CHURCH, EA

Senior Accountant

MITCHELL DESBIENS, EA/MBA

Tax Manager

BETH HOSTETLER, CPA

Senior Accountant

MICHAEL CAPLINGER

Tax Staff

CANDACE LANDRY

Bookkeeping Staff

CHRISTOPHER JOHNSON

Bookkeeping Manager

CHARLENE WOMACK

Bookkeeping Staff

MARAH WEBSTER

Client Service Manager

JULIE F. BARRINGER

Client Services Director

VICKIE WILSON

Firm Bookkeeper

MARKETING COMMUNICATIONS

Dan Loris

Vice President of Marketing

MEG SHEPARD

Marketing Director

Chersti Croft

Public Relations & Communications Director

JAY BUCHANAN

Videographer

ABBY BATEMAN

Marketing Intern

Allegra Rose Berger

Associate of Marketing

OPERATIONS

Sarah Zouk

VP of Operations & Tax Manager

Lauren Mills

Executive Assistant to Jonathan D. Frost, CPA, MBA

Annalies Launderville

Executive Operations Assistant to Paul Thomas Croft

Miriam Valeria Cortez

Communications Coordinator & Executive Assistant to Paul Croft

Stephanie Ford

Associate of Business Development & Executive Assistant to Paul Thomas Croft

Elizabeth Suit

Executive Assistant to Founder & CEO Paul Thomas Croft

Rachel Bullivant

Executive Assistant & Associate of Business Development

Learn More about Croft Enterprises (1:48)

Hear Paul explain Croft’s innovative process to drive value for you.

Croft Values (1:40)

Hear our view of the value that Paul brings you and about Paul’s expertise in maximizing value for individual clients.

Paul: A True Partnership (4:05)

Learn how Croft’s uncommon friendship and trust combination are key to your financial success.

Our Mission

At Croft Enterprises, we help you, our goal-oriented clients, achieve your life aspirations through providing comprehensive integrated financial services with unsurpassed honesty and integrity.

Our Spirit Animals

At Croft Enterprises, we believe in the power of spirit animals.

Paul’s spirit animal for Croft Enterprises is the rhinoceros:

The rhino is a rare find, like our special brand of integrated financial services.
Just as the rhino’s tough skin offers protection, we guard your ideas, dreams, and finances with honesty and integrity.
And, just as the rhino never moves backward, only forward, we help you to set meaningful goals and to move consistently toward them.

Ryan Patrick Dunn (1:35)

Learn the extraordinary way that Ryan Patrick Dunn met Paul Croft and about how Ryan values collaborating with the dynamic team at Croft Enterprises.

Brandon Lee Carone (1:28)

Hear how Brandon Lee Carone feels about how he fits into the client-focused culture at Croft Enterprises with his background in the hospitality industry.

Tra’ P. McLaughlin (1:49)

Hear Tra’ P. McLaughlin tell how Paul Croft’s principles of treating people with kindness and putting other people first results in clients’ financial success.

“Paul is the perfect person to help guide my family’s future. He invests in you as much as you invest in him. Paul is relatable to his clients, catering to people’s individual wants and needs. I know I can trust Paul to help my husband and me make the best decisions for our family.”

RACHEL K.

“Paul takes the time to get to know you on a personal and professional level. He is always quick to respond and takes time to sit down with you to provide you with a thorough explanation on any questions you may have. He is very knowledgeable and trustworthy and just an all-around great guy. I would highly recommend his services to anybody.”

CAITLIN L.

What We Do

We take a comprehensive, integrated approach to your financial plans.

Why We Do It

At Croft Enterprises, we care as much about your life worth as your net worth.

Where We Do It

We have two locations to serve the Upper Midwest and beyond.