Aaron Kamat is the President and CEO of Creekside Financial Advisors, where he advises individuals and families on the design and stewardship of their financial lives. With more than 20 years of experience in financial planning and advisory, Aaron brings a disciplined, relationship-driven approach to helping clients navigate complexity, preserve wealth, and plan with intention across generations.

Aaron's philosophy is grounded in a simple belief: sophisticated financial lives require thoughtful, personalized guidance. He works closely with clients to align investment strategy, tax considerations, estate planning, and long-term objectives into a cohesive plan — one that evolves as their lives, priorities, and opportunities change. His role is to simplify complexity, bring clarity to moments of decision, and serve as a trusted advisor through every stage of life.

Aaron began his career at leading firms including Wells Fargo Advisors and McDonald Partners before joining Creekside in 2014. He was drawn to the independent model for its ability to deliver personalized advice — and today leads the firm with a focus on discretion, enduring relationships, and an exceptional standard of client service.

He is a member of the LPL Summit Club, an elite recognition awarded annually to the top 225 financial advisors out of more than 32,000 LPL-affiliated advisors nationwide — a distinction reflecting his sustained commitment to meaningful outcomes for the families he serves.

A Cleveland native, Aaron is deeply committed to his community. He serves as an active member of the Board of Trustees at Laurel School, one of Northeast Ohio’s most distinguished independent schools, where he chairs the Investment Committee. In this role, Aaron applies his financial expertise to help guide the school’s long-term financial strategy and stewardship of institutional assets.

Aaron is also deeply involved with the Greater Cleveland Food Bank, one of the largest hunger-relief organizations in the country.

Outside of his professional work, Aaron enjoys golf, skiing, travel, and time with his wife, Mara, and their two daughters.

Craig George is a managing partner at Creekside Financial Advisors. He has built his career on forming deep, valued relationships with the families he serves, offering thoughtful, practical guidance grounded in real-world experience — a client-first, relationship-driven approach that fits naturally with Creekside’s mission.

Craig brings more than 16 years of experience to Creekside, most recently from Edward Jones Investments. Earlier in his career, he worked in commercial banking, where he developed a strong foundation in helping clients manage their finances with care.

Craig holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, which he earned in 2011. The designation reflects specialized training in asset management and investment strategy.

Craig is deeply involved in his community. He has spent several years coaching and mentoring student athletes through the Catholic Youth Organization and his local recreation council, and he has supported organizations including Habitat for Humanity, Lions Club International, Meals on Wheels, and the Girl Scouts. A member of Business Network International (BNI) since 2009, he served as his chapter’s president for nine of those years.

A lifelong Northeast Ohio resident, Craig lives with his wife, Jennifer, their two daughters, Natalie and Jocelyn, and their two dogs. In his free time, he enjoys being outdoors — including tapping his own trees to make maple syrup — golfing, and cheering on his daughters at their many sports and activities.

Ryan Levine is a financial advisor at Creekside Financial Advisors. A Certified Public Accountant (CPA), Ryan joined our full-service financial services firm because of our client-centered approach and the opportunity to use his deep analytical skills to enhance clients’ financial decisions.

Ryan comes to Creekside after heading up acquisitions for a Cleveland-based real estate investment firm. Prior to that, Ryan served as a manager working with high-net-worth, multi-generational families on their tax planning and compliance issues at two top, full-service accounting firms in Washington DC.

Ryan graduated from the University of Maryland, Robert H. Smith School of Business with a B.S. degree in accounting. He earned his Certified Public Accounting designation (CPA) in 2010. Ryan was born and raised in Cleveland and is actively involved in the community. He serves on the Board of Trustees of both the Jewish Federation of Cleveland and the Mandel Jewish Community Center, where he also serves on the Finance Committee. He is also a part of the Jewish Federation of Cleveland’s Audit Committee and Beechmont Country Club’s Evans Scholar Committee.

Ryan lives with his wife Arica, his daughters Maya and Bailey, and their dog Penny. In his free time, he enjoys playing golf, hiking, and traveling.

Nan Cohen is the founder of Creekside Financial Advisors.

Creekside Financial Advisors, LLC foundation began in early 1994, when Nan began a financial planning practice designed to treat each client as the only client, with respect and adherence to the fiduciary standard.  From the onset, Nan was acutely aware that continuity of advice for the clients was critical and maintained a succession plan from her very first client. 

Today, that plan has created an exciting and impactful transition for the firm's clients and prospective planners wishing to work in an environment that consistently asks: “if what we did was good; how do we make it great?”

Nan remains a consultant and mentor of the firm.

Julie Stein is a financial advisor at Creekside Financial Advisors, where she helps individuals and families turn financial complexity into clarity and confidence. A Certified Financial Planner® (CFP®) with more than twenty years of experience, Julie joined Creekside to build personalized financial plans that align finances with what clients value most, and support their long-term goals — all as part of a team with deep industry experience.

Before joining Creekside, Julie spent over a decade with Huntington Financial Advisors, where she focused on investment management and retirement planning. Today, she pairs technical expertise with thoughtful relationships to help clients make informed decisions, navigate life transitions, and feel secure about their financial future.

A graduate of the University of Toledo with a degree in finance, Julie is passionate about empowering clients to live fully today while planning wisely for tomorrow.

Julie enjoys giving back to her community. She serves as a board member for Birthright Lake, Inc., volunteers with the Western Reserve Junior Service League, contributes to Lake Catholic’s Advisory Board, and stays active in her church community.

Julie and her husband, Neil, are proud parents of two children and are embracing life as new empty nesters. In her free time, Julie loves spending time with her family and taking advantage of all that Northeast Ohio has to offer — from hiking the local Metroparks and catching a show at Playhouse Square to cheering on Cleveland’s sports teams and exploring the wineries of the Grand River Valley.

Carrie Wells is a financial advisor and partner at Creekside Financial Advisors, where she is committed to helping clients navigate their financial futures with clarity and confidence. Drawn to Creekside’s mission of thoughtful planning across generations, Carrie values the firm’s personalized approach, fiduciary standard, and dedication to building meaningful client relationships.

Carrie brings more than 21 years of experience serving individuals, families, and business owners throughout the Cleveland community. Before joining Creekside, she built her career with UBS, Cetera, and Huntington Investment Company, developing extensive expertise in client service, financial planning, and investment management.

Carrie graduated from Northeastern University with a degree in marketing and finance.

Outside of the office, Carrie enjoys spending time with her two daughters and their mini goldendoodle. She embraces an active lifestyle and loves being outdoors, prioritizing wellness, family, and making the most of every season — the same balance, care, and dedication she brings to her client relationships and the Creekside community.

Abby Yanosko is the office manager at Creekside Financial Advisors. When she was looking for her next role, finding a firm that valued culture, work-life balance, and strong client service was her top priority — and Creekside checked every box. It continues to be a place she looks forward to coming to each day.

Abby's background in financial services began at Citizens Bank and Huntington National Bank, where she developed a strong foundation in client service. Before joining Creekside in 2021, Abby worked at Buyers Products Company in both client services and accounts payable, deepening her ability to support clients across both the operational and financial sides of a business.

Abby earned an Associate of Arts degree from Cuyahoga Community College in 2025 and a Bachelor’s in Human Resources Management from Cleveland State University in 2026.

Abby is a strong believer in supporting local public schools and the communities they serve. As the spouse of an educator, she understands the role strong public education plays in building thriving communities. She regularly supports school and community fundraisers, cheers on local student activities and athletics, and advocates for initiatives that strengthen local schools.

In her free time, Abby enjoys spending time with her husband and their two labradoodles. She also loves any chance to be creative — whether through craft projects, floral arrangements, or hosting gatherings for family and friends.

Kimberly Morel is an LPL Registered Client Care Specialist at Creekside Financial Advisors. She was drawn to Creekside by a team that genuinely puts clients first and offers the resources to better support the families she works with. After a decade at another firm, she was ready for a change — and found in Creekside a team that shared her values, along with the work-life balance to match. She brings careful attention to detail to everything she does, from assisting with advanced planning to portfolio management and insurance and annuity needs.

Kimberly began her career as a customer service manager for an Ohio-based retail bank, where she built a strong foundation in client service. Kim joined Edward Jones supporting the George Team over 10 years ago, deepening her investment knowledge along the way.

Kimberly holds her Series 7 and Series 66 securities licenses through LPL Financial, along with her Ohio Life and Health Insurance license, and she earned her Bachelor of Business Administration in Finance from Ohio University.

Kimberly is an active parishioner at St. Hilary, where she takes part in various outreach ministries. She also enjoys volunteering with several local non-profits and schools, often alongside her family.

Kimberly lives in Bath Township with her husband, Frank, her daughter, Natalie, her son, Christopher, their dogs, Hazel and Buffy, and their cat, Misty. Outside of work, she enjoys reading, exploring local parks and trails, and traveling with friends and family.

Monica Frazier is a client specialist at Creekside Financial Advisors. She values building meaningful relationships with clients and creating experiences that feel both memorable and effortless.

Monica joined Creekside in 2024 after serving as the service manager at Kirtland Country Club in Willoughby. Her background in hospitality gave her a talent for efficient, personalized service as she works closely with our clients.

A native of Northeast Ohio, Monica graduated magna cum laude from Cleveland State University, where she earned a Bachelor of Arts degree.

Monica lives on the east side with her husband, Will, and their dog, Luna. Among her favorite things are a good book and a strong cup of tea. When she’s not in the office, she enjoys cooking, traveling, and spending time with friends and family.

Lindsay Bromfield is a client specialist at Creekside Financial Advisors, where she manages the Geoge team’s day-to-day operations and helps ensure client needs are handled promptly and effectively. When you visit the office, she is often one of the first people you’ll meet. As part of a firm built on a client-centered philosophy, Lindsay values the chance to build meaningful relationships rooted in trust.

Lindsay joined Creekside in 2025 as part of the George Team’s transition, having first joined the George Team in 2022. She brings more than a decade of hospitality and client-service experience to her work in wealth management. Originally from England, Lindsay managed a boutique hotel for 13 years before relocating to the United States in 2014, and she continued her client-service career in a medical practice until 2022. That strong service background made her move into financial services a natural fit.

Outside the office, Lindsay enjoys a full and active life with her husband, Simon. They have two adult daughters — Faith, who lives in Arizona, and Leia, who lives in Cleveland — and their home is brightened by their labradoodle, Oliver. In her free time, Lindsay loves to travel, spend time with her husband, and relax with a good book.

Jennifer George is a financial advisor at Creekside Financial Advisors. She values the importance of building strong relationships through attentive service and a genuine understanding of each client’s goals and needs — an approach that aligns naturally with Creekside’s client-centered philosophy.

Jennifer joined her husband, Craig, at Creekside in 2025. She most recently spent eight years working in education, and earlier in her career she worked in banking and mortgage lending — experience that gave her a well-rounded understanding of the financial challenges families face.

Jennifer graduated from Kent State University with a Bachelor of Arts in English.

Community involvement is a constant in Jennifer’s life. She has been part of the Girl Scout leadership team since 2013, serving as Service Unit Treasurer. Alongside her service-trained golden retriever, Honey — who earned her Canine Good Citizen certification in 2021 — Jennifer regularly volunteers at local events, schools, and retirement communities. She also supports organizations including the Greater Cleveland Food Bank, FoodStrong, and Meals on Wheels.

A lifelong Northeast Ohio resident, Jennifer lives with her husband, Craig, their two daughters, Natalie and Jocelyn, and their two dogs, Honey and Rosie. Outside the office, she enjoys gardening, reading, staying active through hiking and exercise, and traveling with her family.