Craig Willeke, CFP®, LUTCF, CLTC
Professional Bio
Craig Willeke is a financial advisor and the President and proud owner of Willeke Financial Group, LLC. He has been working in financial services since 2003, serving a variety of clients including healthcare professionals and business owners.
Craig began his professional journey as an Occupational Therapist, a role that gave him a strong foundation in psychology. Today, he applies this background to his work as a financial advisor, emphasizing holistic financial planning. He especially enjoys guiding clients through the important—but often overlooked—area of behavioral finance.
When working with clients, Craig places a strong emphasis on tax planning, creating strategies that not only follow sound financial principles but also focus on efficiency and automation. These systems help clients stay on track, even when life throws the unexpected their way. Craig believes that once someone is financially “headed in the right direction,” it shouldn’t require much time or effort to maintain that course—just regular checkups and timely adjustments.
Before becoming a financial advisor, Craig worked in outpatient healthcare and later in specialized Durable Medical Equipment. He earned his B.S. in Psychology with a minor in Business from Nebraska Wesleyan University in 1993, and received a Master of Occupational Therapy from Rockhurst University in Kansas City, MO, in 1997.
Blending his passion for fitness and helping others, Craig co-founded and co-owned a kettlebell gym, Fit Club, for five years. ("Fit Club" is a playful nod to Fight Club, reflecting Craig’s interest in combat sports.)
Craig has been a proud, consistent member of the Million Dollar Round Table since 2011. He holds several professional designations, including CFP® (Certified Financial Planner), LUTCF (Life Underwriter Training Council Fellow), and CLTC® (Certified in Long-Term Care®).
In addition to his advisory work, Craig volunteers with Money Management Educators, a company dedicated to teaching money management skills in the workplace.
Craig's Book List
Personal Bio
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Tea Lundell
Professional Bio
Tea Lundell has been in the insurance and financial service industry since 2010. She has always had an entrepreneurial spirit. She formerly owned a Vietnamese-English interpreting business for 20 years, several nail salons for 17 years, a rental real estate business for 10 years, and is a published author.
Prior to working in the financial service industry, she aspired to be a pediatric cardiovascular surgeon and spent 9 years working in the medical field during her medical studies.
She chose to specialize in helping medical professionals achieve the life that they want with a forward looking approach. Many times people are intimidated about money discussions because it can be overwhelming. Multiple professionals, helping in different specialities such as tax, legal, investing and insurance make financial planning a formidable task. Tea uses a forward looking approach with her clients to give them the confidence that their needs are being met. She works with her clients to clarify their goals and she works with their existing professionals to provide the best and most efficient plans.
Tea works like a conductor of an orchestra. There are different musicians playing different instruments, but they’re all playing from the same music sheet. With the conductor’s guidance, you get a symphony, not just random noise! If you don’t have an existing team in place? No worries. Tea can help you assemble the right team for your needs. She doesn’t believe in forcing her clients into a “one-size-fits-all” mold. Instead, she starts with her client, the individual, and creates a plan around him/her.
Tea's Book List
Personal Bio
