Giving back is part of who we are.

In May, the Creekside Financial team had the privilege of volunteering at the Greater Cleveland Food Bank, and it was one of those days that reminded you of what really matters.

Together, we packed thousands of lunches for Senior Lunch Day, helping ensure that older adults in our community have access to a nutritious meal. It was humbling, energizing, and a powerful reminder that the work we do extends far beyond financial planning.

We talk a lot about serving families across generations. Volunteering alongside our team and working toward something bigger than ourselves brought that value to life in a very real way.

To the Greater Cleveland Food Bank and everyone who makes their mission possible: thank you for the work you do every single day. We're proud to be part of this community and look forward to continuing to show up— both for our clients and for Northeast Ohio.

On May 14th, Creekside hosted a women’s seminar at Ridgewood Kitchen & Spirits in Concord, a fun evening spent in good company. Our agenda included collaborative discussion about the financial concerns that matter most, delicious food and drinks, and putting together floral arrangements.

We were pleased to be joined by JPMorgan’s Lori Deuberry, who shared a short presentation on the market and how it relates to women. With over 30 years of experience in the investment management industry, she offers an invaluable perspective on women, investing, and how the financial landscape has evolved in recent years.

Spring is a great time to clear out old paperwork and refresh your financial files. To help make spring cleaning a little easier, we are hosting a complimentary document shredding event for our clients. Bring in any outdated financial paperwork and we’ll take care of securely shredding it for you.

Join us Wednesday, April 15 through Friday, April 17, from 9:00 AM to 4:00 PM, with extended hours until 6:00 PM on Wednesday.

Join us for a fun and relaxed evening of shopping, styling, and good company as we celebrate Galentine’s Day at Evereve. Clients are encouraged to bring a guest to enjoy this special evening.

• Guests receive 15% off purchases
• Dedicated Evereve stylists available to assist with shopping and styling current pieces
• Snacks and drinks provided for attendees

In the spirit of the 2025 holiday season, Creekside held our first annual food drive in support of the Euclid Hunger Center— a small, volunteer led group that champions the motto “neighbors helping neighbors.”

As a firm, we find purpose in uplifting our community and helping it prosper, a pursuit made possible by the support and generosity of our clients.

At the end of October, Creekside was delighted to host an event at Eddy’s Fruit Farm— a day full of apples, cider, and good company.

Our firm is so thankful for the clients who spent their Sunday with us. We look forward to planning our next event and hope to see you there!

To kick off fall, we had the pleasure of hosting our wonderful clients for a fun and relaxing afternoon at the Lake Metroparks Farmpark. It was a joy to connect outside the office and celebrate the season together.

Craig, Julie, and Carrie are so grateful for the clients who attended and look forward to seeing those of you who couldn't make it at future events!