Our Team

Nan Cohen is the founder and CEO of Creekside Financial Advisors, LLC, a full-service financial services firm dedicated to... Click to View Bio
Randy Schneider is a wealth advisor with his own client practice at Creekside Financial Advisors, LLC. Randy’s clients consider him to be their personal CFO as he manages... Click to View Bio
Aaron Kamat is a wealth advisor with his own client practice at Creekside Financial Advisors, LLC. Aaron provides clients with... Click to View Bio
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Dan Abrams, JD, M.Ed.
dabrams@creeksidefa.com
(216) 342-3379
Dan Abrams, JD, M.Ed. vCard — Download vCard
Dan Abrams is the Chief Operating Officer of Creekside Financial Advisors. Dan manages the firm’s operating functions so that the advisors can... Click to View Bio
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Kath Lepole
klepole@creeksidefa.com
(216)342-3380
Kath Lepole brings over twenty years of financial experience to Creekside Financial Advisors.... Click to View Bio
Jeanne Cowart is a Client Manager at Creekside Financial Advisors. She joined Creekside after working with two well-recognized... Click to View Bio
Amy Byrne is the Data Manager at Creekside Financial Advisors. She is in charge of computer systems and software integration. She joined... Click to View Bio