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 seasoned financial professional with a strong foundation in both investment management and commercial banking. With over 16 years of experience at Edward Jones Investments and a prior career in commercial banking, Craig brings a comprehensive understanding of the financial landscape to each client relationship. He specializes in financial planning, retirement strategies, investment management, and risk mitigation— all tailored to help clients pursue their unique, lifelong goals.

Craig believes in building deep, trusted relationships with his clients through a personalized approach that puts their needs and objectives first. Drawing on his extensive experience across both large institutions and individual advisory, he offers insights that are practical, strategic, and grounded in real-world knowledge.

Craig lives with his wife, Jennifer, and their two daughters. He enjoys playing golf, traveling with his family, and spending time outdoors.

Ryan Levine is a financial advisor at Creekside Financial Advisors. A Certified Public Accountant (CPA), Ryan joined our full-service financial planning 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 Certified Financial Planner® at Creekside Financial Advisors who helps individuals and families turn financial complexity into clarity and confidence. With more than twenty years of experience, Julie specializes in creating personalized financial plans designed to reduce stress, align finances with values, and support long-term goals.

Before joining Creekside, Julie spent over a decade with Huntington Financial Advisors, where she focused on investment management and retirement planning. Today, she combines 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 her clients to live fully today while planning wisely for tomorrow.

Julie and her husband, Neil, are proud parents of two children and are embracing life as new empty nesters. When she is not working, Julie enjoys traveling, staying active in her church, and serving her community through volunteer work.

Carrie Wells brings a unique blend of expertise and care to every financial plan, helping clients feel confident, reduce stress, and focus on living a truly fulfilling life. With over two decades of experience, she is committed to assisting clients navigate life transitions and plan confidently for retirement. She specializes in personalized investment portfolio management and provides guidance fitted to each client’s personal goals and circumstances.

Carrie graduated from Northeastern University with a degree in marketing and finance. Before joining Creekside, she developed her career at Huntington Investment Company, Cetera Financial Group, and UBS Financial. She gained valuable client and investment experience at each firm and continues to sharpen her skill set with continuous learning in her field. Carrie builds lasting financial planning relationships based on trust and transparency.

Carrie is the proud mother of two daughters. Her eldest Gracie attends The University of Miami Hurricanes in Florida. Her youngest Lauren attends NDCL high school and intends to follow in her sisters’ footsteps attending college in Florida after she graduates! Carrie enjoys spending time with her daughters, going on adventurous vacations, taking their dog Mocha on neighborhood walks, and focusing on health and fitness for longevity.

Abby Yanosko is Creekside Financial Advisors’ office manager. Her background includes providing superb client and accounting services. Over the course of her career, she has developed a devotion to creating a client experience that is easy and even fun!

Abby’s interest in financial services first began during her time spent with Citizens Bank and Huntington National Bank. Prior to joining Creekside, Abby also worked in the accounting and customer service departments at Buyers Product Company.

Since starting at Creekside in 2021, Abby continues to refine her skills and expertise, transitioning from the role of administrative assistant to office manager. With an eagerness to learn, she earned her associate degree and is currently working toward her bachelor’s degree at Cleveland State University, which she will complete in December of 2026.

In her free time, Abby enjoys spending time with her husband and their two labradoodles, doing craft projects with her Cricut, and making floral arrangements. 

Kimberly Morel is Creekside Financial Advisors’ LPL Registered Client Care Specialist. She supports the firm by providing clients with advanced planning, portfolio management, and insurance & annuity options.

Kim attended Ohio University, where she earned a bachelor’s degree in business administration, and she also holds her Series 7, Series 66, and Ohio Life & Health insurance licenses. Before her time with Creekside, she worked alongside Craig George at Edwards Jones and boasts over a decade of industry experience. For Kim, the most rewarding aspect of her role is celebrating special milestones with clients, whether that be new grandchildren, graduations, retirements, or special vacations.

Kim and her husband Frank reside in Bath Township and have two children together— their daughter Natalie who attends The Ohio State University and their son Christopher who is a junior in high school. The Morel family also includes Hazel the goldendoodle, Buffy the rescue pup, and Misty the rescue kitty. In her free time, Kim enjoys traveling and dining with family and friends, reading fiction novels and memoirs, Netflix binges, and exploring the beautiful parks and trails near her home.

Monica Frazier is Creekside Financial Advisors’ client specialist. Her background includes offering efficient, personalized service in the hospitality industry. She values creating experiences for clients that are both memorable and effortless.

Monica joined Creekside Financial after working as the Service Manager at the Kirtland Country Club in Willoughby. Using her attention to detail and interpersonal skills, she quickly elevated herself within the Club. During this time, she graduated magna cum laude from Cleveland State University, earning a Bachelor of Arts degree.

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

Lindsay Bromfield is one of Creekside Financial Advisors’ client specialists, so when you come to our office, she is likely one of the first faces you’ll see. She handles many of the day-to-day tasks, ensuring that our clients’ needs are taken care of promptly and effectively.

Originally from England, Lindsay managed a boutique hotel in Manchester for 13 years before moving to the States in 2014 for her husband’s job. Her background in hospitality allowed for a seamless transition to client service in our industry.

Lindsay and her husband Simon have two daughters. Their oldest, Faith, is 24 and currently living in Arizona, while their youngest, Leia, is 23 and living in Cleveland. The Bromfields also have a labradoodle named Oliver. In her free time, Lindsay enjoys traveling, spending time with her husband, staying home with a book, and indulging in a good gin and tonic.

Jennifer George is one of Creekside Financial Advisors’ client specialists, who supports clients by ensuring a smooth, personalized experience. Working alongside her husband, Craig, she values relationship-building, coordination, and attentive service.

Having graduated from Kent State University, Jennifer uses her skills in organization and communication to ensure each client’s needs are met with careful consideration and prompt execution.

Jennifer lives with her husband and their daughters, Natalie and Jocelyn. Their family also has two dogs, Rosie and Honey. In her free time, she enjoys gardening, reading, and traveling with her family.