Our Team

Photo of Craig Willeke

Craig Willeke

In his free time, Craig likes to pursue many hobbies and set challenges for himself to learn or activities to pursue. He has a passion for fitness related activities. His main hobby has been various martial arts for over the last 30+ years, with his training now solely in Brazilian Jiu Jitsu. Craig especially enjoys setting personal challenges with his son, Conor. Past examples of challenges include pullups, timed L-sits, mountain bike jumping, target shooting, flint knapping, drumming, language learning, kettlebell related exercises, and more.

Collage of Craig Willeke

One of Craig’s many hobbies is reading. He is particularly drawn to books focused self-improvement, betterment, and growth. Here’s a list of his favorites from over the years.

  • Atomic Habits
  • The Slight Edge
  • The Happiness Advantage
  • The 4-Hour work week
  • Extreme Ownership
  • The Gift of Fear

Craig Willeke is a financial advisor and the President and proud owner of Willeke Financial Group, LLC. He has been in financial services since 2003. He works with a variety of clients including professionals, business owners and farmers. Craig’s first career was as an Occupational Therapist, which includes a background in psychology. Craig enjoys using a holistic approach when working with his clients. He enjoys providing guidance to his clients on the important, but often overlooked area of behavioral finance. He uses the MAP® (Macro Asset Perspective) system to provide guidance to his clients. When guiding his clients, Craig pays close attention to setting up a plan that takes into account not only best financial practices, but best practices for efficiency and automation as well. This helps his clients stay the course when unexpected events come up. He uses various systems and practices to make best use of his and his clients’ time. He believes that once you get financially “headed in the right direction,” it shouldn’t take much time or effort maintain the course other than periodic checkups and adjustments.

Prior to becoming an advisor, Craig enjoyed working with people in the health care setting as an Occupational Therapist in outpatient and later in specialized Durable Medical Equipment. He Graduated in 1993 with a B.S. in Psychology, Minor in Business from Nebraska Wesleyan University. He also was awarded a Master of Occupational Therapy Degree from Rockhurst University (Kansas City, MO) in 1997.

Craig also used his passions for fitness and helping people to start and co-own a kettlebell gym, Fit Club for 5 years (Fit Club is a play on words from the movie Fight Club and a nod to Craig’s interest in combat sports).

Craig has been a proud member of the Million Dollar Round Table consistently since 2011. Craig has also received his LUTCF (Life Underwriter Training Council Fellow) designation as well as the CLTC® (Certified in Long Term Care®) Designation.

Craig enjoys volunteering for Money Management Educators, a non-profit that educates employees at the workplace on money management skills.

Photo of Jamie Schwanke

Jamie Schwanke

She is in charge of client relationship management, social media and service work for existing clients. She, like Craig, also has a healthcare background. She graduated from nursing school in 2007 and worked for several years in direct patient care.

Jamie has 3 children and enjoys spending most of her time outside of the office attending her children’s sporting events.

Jamie also loves to travel and experience new culture and cuisine.