Welcome to Creekside Capital
A Financial Wellness Company
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.
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.
Guiding You Through Life's Journey
It's What We Do
Asset and Wealth Management
Over $200 million in assets under management
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.
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.
A native of Michigan, Rachel earned her Bachelor of Business Administration with a Major in Finance from Belmont University in Nashville, Tennessee. Prior to co-founding Creekside Capital 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, Knoxville Opera and many other local organizations.
Rachel is an avid reader and enjoys exploring with her family and her two big yellow dogs. Her favorite places include the Maasai Mara National Reserve in Kenya and the South West Coast Path in England.
Her favorite book is Factfulness, by Hans Rosling.