We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your life transitions.

First established in 2011 by founder Nan Cohen, Creekside Financial Advisors quickly grew to be an accomplished firm that privileged thoughtful client relationships and embraced new approaches within the industry. With her eyes toward the future, she signed a multi-year succession plan with Aaron Kamat in 2019, who later became an equal partner and President of Creekside in 2024. Together, they have built a firm that reimagines what it means to offer exceptional financial services.

Most recently in 2025, Creekside had the honor of welcoming financial advisors Craig George, Julie Stein, and Carrie Wells to the team. In taking this next step, we are made better by the ongoing opportunity to share in our experiences and approaches. As we continue to grow and evolve, we hope you’ll join us on our journey.