Welcome to Creekside Capital

A Financial Wellness Company

COVID-19 Notification 

July 13, 2021


Please accept our heartfelt gratitude for your flexibility over the last 16 months. With more and more people being vaccinated against the virus, we are happy to welcome our clients and all other walk-ins to our office here at Creekside Capital.  If you prefer, we are still happy to meet via teleconference or videoconference, and continue to offer our clients the option of remaining in their own car while they deposit checks, pick up/drop off/sign documents. We also continue to disinfect all surfaces between clients.  We ask that you notify us and reschedule any appointments if you are experiencing any flu-like symptoms, shortness of breath, cough, traveled outside the Knoxville area over the last two weeks, or have been exposed to a person suspected of having the COVID-19 virus.

Please reach out to us if you have any questions or concerns you would like to discuss. Thank you for the trust you have placed in us to help you navigate this unprecedented time.

Sincerely,

Martin McBrearty     Rachel Hacker

President, COO        President, CEO

At the link below, please find our firm’s Form CRS (Client Relationship Summary), also known as Form ADV Part
3. Form CRS summarizes the types of services we offer to retail investors along with our fees, costs, and
conflicts associated with those services. It also provides information on our firm’s standard of conduct as
a fiduciary, whether our firm or associated persons have disciplinary history, and how to get more
information about our firm.

 
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Guiding You Through Life's Journey

It's What We Do

 
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Asset and Wealth Management

Family Walking On the Beach

Family Protection
Estate Planning
Education Planning

Business Growth

Financial Planning
Investment Advice
Tax Strategies
Retirement Goals

Life Etc. Tote Bag

Philanthropic Planning

Succession Planning

Insurance Needs Advice

Who We Are

Creekside is a client-focused, fee only advisory firm committed to superior client service.

Our mission is to provide financial peace of mind to our clients that will allow them to live their lives fully and enjoy the wealth they have accumulated.

Our passion is simple:  to help our clients discover their life goals, identify how best to employ their wealth to achieve those goals, and implement strategies for success.

We believe in knowing our clients personally and developing plans tailored to suit the needs of the individuals and families we serve.

We strive to build long lasting relationships with our clients and to walk with them on their journey as they achieve personal milestones such as buying first homes, educating their children, growing their businesses, giving to charity, and enjoying their retirement years.

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       Going Beyond Our Four Walls

Impacting our community

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About Us

 
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Rachel J. Hacker

President and CEO

Rachel J. Hacker is a Chartered Retirement Planning Counselor and co-owner of Creekside Capital.  With more than 20 years of financial services experience, Rachel has an intricate understanding of wealth management and retirement planning.  She understands that each client is unique and that each stage of life calls for a different financial strategy.  She creates strong trusting relationships with each client, develops a tailored financial plan that is specific to them, and aligns the plan with the clients’ individual goals and values.  Rachel’s dedication, sincerity, and precision add promise to her service and grant financial confidence for her clients.

Rachel earned her Bachelor of Business Administration with a Major in Finance from Belmont University in Nashville, Tennessee.  Prior to co-founding McBrearty Capital Management in 2000, Rachel worked for Merrill Lynch in Brentwood, Tennessee and Raymond James in Knoxville, Tennessee.

Rachel is an active member inside and outside of her community.  She is a member of the National Association for Women Business Owners and the Treasurer for the Board of Trustees at The Episcopal School of Knoxville. Rachel supports Girls Inc., the Friends of the Knox County Public Library, and KIVA.

Rachel is an avid reader and enjoys hiking and spending time with her husband, two daughters and yellow lab.  Her favorite hikes include Mt. Luimuiga in St. Kitts and Cathedral Rock in Sedona.  Her favorite book is Factfulness, by Hans Rosling.

Stones of Meaning

Contact Us

8901 Sony Lane, Knoxville, TN 37923, USA

(865) 693-5300

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