David, Tom, and Joe have partnered together in the insurance and retirement planning business for over 30 years. They started as Career Agents with Great American Reserve Insurance Company of Dallas. Throughout their careers, they have specialized in the K-12 Educator Market.
They learned their profession from William V. “Bill” Crook, CLU, David and Tom’s father and Joe’s father-in-law. Bill always instructed them to, “Service your client as you would service yourself and your family.” That customer service philosophy continues on today with the Crook Milligan Group.
David has been in the financial services business for 37 years. He is insurance licensed and is our Sales and Marketing Manger. David specializes in the sales and marketing of our K-12 Educator Groups and Fixed Income Retirement Annuity business for Crook Milligan Group.
Thomas “Tom” Crook
Secretary and Treasurer
Tom has been in the financial services business for over 32 years and holds a B. S. Degree from Texas A&M University. He is a Life Underwriter Training Council Fellow and is licensed in insurance and securities. Tom is our “Point Man” and serves as our Group Administration and Marketing Analyst for Crook Milligan Group. He participates in all aspects of the sales, marketing, and management of the company.
Joe Milligan, CLU, ChFC
Joe has been in the financial services business for over 35 years and holds a B.S. Degree from Texas A&M University, Commerce, formally East Texas State University. He holds the professional designations of Charted Life Underwriter and Charted Financial Consultant from the American College. Joe is retired and serves the company as an insurance advisor and consultant.