Aaron Kamat
President & CEO
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...
Abigail Yanosko
Office Manager
(216) 342-3386
Abby Yanosko is Creekside Financial Advisors’ office manager. Her background includes providing superb client and accounting services....
Carrie Wells
Financial Advisor
Carrie Wells is an seasoned financial advisor at Creekside Financial Advisors. With over two decades of experience, she is committed to assisting clients...
Craig George, AAMS
Financial Advisor
Craig George is a seasoned financial professional with a strong foundation in both investment management and commercial banking...
Jennifer George
Client Services Specialist
Julie Stein, CFP®
Financial Advisor
Julie Stein is a Certified Financial Planner® at Creekside Financial Advisors. With twenty years of experience, she has dedicated her career to creating personalized financial plans...
Kimberly Morel
LPL Registered Senior Client Care Specialist
Check back soon for more info...
Monica Frazier
Client Specialist
(216) 342-3386
Monica Frazier is Creekside Financial Advisors’ client specialist. Her background includes offering efficient, personalized service in the hospitality industry....
Ryan Levine, CPA
Financial Advisor
Ryan Levine is a financial advisor at Creekside Financial Advisors. A Certified Public Accountant (CPA), Ryan joined our full-service financial planning firm....