Welcome to Creekside Capital

A Financial Wellness Company

CCI’s Response to COVID-19

March 23, 2020


We are living through an unprecedented event in recent human history. Around the globe, borders and businesses are closing. Everyday life is grinding to a halt as schools and public events have been cancelled and workers are encouraged to work from home. The coronavirus (COVID-19) is disrupting life as we know it. While we are all certain to be impacted by the social strain, we hope that you and your family will remain safe and healthy.

We would like to share with you how Creekside Capital is responding to the global spread of COVID-19 and this market environment. We know people are concerned because it’s unclear how this virus will play out. That’s certainly understandable. We all believe eventually the spread of the virus will slow down and people will get back to normal.

Until then, Creekside Capital will continue full operations as normal, even as we go remote. Since Governor Bill Lee signed Executive Order 17 calling for businesses across the state to utilize alternative business models beginning midnight today, effective Tuesday March 24, 2020, we will be doing our bit to ‘shelter in place’ by closing our office and deploying our remote operation processes.

Even before this crisis, as part of SEC regulations and company policy, we have had emergency and contingency plans in place. As such, our office and employees are fully capable of working remotely, from anywhere and at any time, allowing us to continue to be there for you during this volatile time. We will be continuously monitoring this situation at the local, national, and global levels, and are taking proactive steps to ensure the continuity of the service we provide you.

Even While We Shelter in Place, You Can Expect the Same High-Level Service from Us.

Again, we will continue to be fully operational. However, for those things that can’t be done remotely:

  • We will be at the office in rotating shifts to monitor incoming and outgoing mail daily.

  • You will still be able to make deposits by putting your check in our secure, locked mailbox. Simply put it in an envelope with any deposit instructions drop it in the mail slot. Then, please call (or email) to let us know you either mailed something or put a check in the mailbox and we will retrieve it and deposit it that day.


And of course you can always reach us by phone: 865-693-5300 and email at office@creeksidecapitalinc.com

We are all in this together. Please reach out to us as usual if you have any questions or concerns you would like to discuss. Please stay healthy and safe, and 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

 

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

 

About Us

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.

Rachel J. Hacker

President and CEO

Martin T. McBrearty earned a B.A. in Classical Studies from Furman University, then volunteered to serve with the Peace Corps for four years in Cameroon, Africa. During his time abroad, Martin worked with the ministries of agriculture and forestry.

Upon returning home to the United States, Martin attended investment courses at the University of Tennessee, as well as the Dale Carnegie Leadership Training.


He now specializes in accounting and mutual fund research at Creekside Capital.

Martin still enjoys volunteer service, landscaping, hiking and playing old-time bluegrass music.

Martin T. McBrearty

President and COO

Patty Long has over 20 years’ experience in client relations and account management encompassing a wide range of supporting roles in such organizations as a start-up IT company, local municipal, non-profit, and in tax, and environments.

She holds a computer science degree in computer programming where some time later realized that George Bernard Shaw’s famous quote “Education is wasted on the young.” is more a truism than she realized. Early roles in client development and sales support experience gave her the awareness that she is much more a people person speaking the English language than a computer programmer speaking machine language.


Having spent significant time growing up traveling and living abroad, she developed a diverse background in different cultures whereby developing her passion for people and the desire to build strong professional relationships became inspired.

Patty is mission minded at home and abroad. She has served her local community in undertakings from hands-on work projects for the home bound, visiting the elderly in nursing homes, to fund raising efforts for Hope Resource Center. Abroad she cared for orphans in Africa and assisted in tending to the medical needs of a remote community of people in Kenya. In 2013 and again in 2015, Patty and her husband served and supported the very poor and forgotten in Israel.

Patty and her husband enjoy traveling, antiquing, reading and collecting books for their home library.

Patty Long

Client Services Specialist

Jackie Brundige is the Office Manager at McBrearty Capital Management, Inc. She was born in Atlanta, Georgia and began her career as a Computer Programmer with an Information Technology Company.  She went on to work for Lockheed Aircraft Company in a Secretary/Training position regarding prevention of FOD (Foreign Object Damage).  She later went on to work for Georgia Tech as an Senior Administrative Assistant for the Director of Applied Biology.  She set her sights on beginning a career at the headquarters of the Coca-Cola Company where she became the Senior Administrative Assistant for the Director of IT.  In 1992 she followed her husband on his career path and moved to Nashville, TN, Lexington, KY, back to Nashville and moved to Knoxville, TN in 2002.  During those years she took on the greatest, most challenging job responsibility as a Stay-at-Home mom.


She has volunteered her time fundraising/event planning for her children’s schools, served on the board of Susan Komen Race for the Cure as chairperson for Kids for the Cure, and was a Cuddler in the NICU at UT Medical Center.


She has been in a Sponsorship Coordinator position for Zoo Knoxville and a Sterile Processing Clerk for UT Medical Center, before taking on her role as Office Manager at MCM in 2016.


Jackie is married and has 2 children and 2 grandchildren.  Her son serves our country as a U.S. Army Paratrooper with the 173rd Airborne Brigade in Vicenza, Italy. Her daughter is married and resides in Knoxville, TN.  She tries to stay active by walking and playing tennis and enjoys spending time with her grandchildren, Eli and Emmy.

Jackie Brundige

Office Manager

 
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Contact Us

8901 Sony Lane, Knoxville, TN 37923, USA

(865) 693-5300

 
 

Contact

(865) 693-5300

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Creekside Capital, Inc. (Creekside) is a Securities and Exchange Commission (SEC) registered investment adviser located in Knoxville, Tennessee.  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Creekside by the SEC.  Creekside may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Creekside’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. You should not construe Creekside’s website as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent, direct communication by Creekside with you will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where  you reside.  A copy of Creekside’s current written disclosure statement discussing Creekside’s business operations, services and fees is available from Creekside upon written request or at www.adviserinfo.sec.gov.


Creekside does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Creekside’s website or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and you should be guided accordingly. 


The information provided on Creekside’s website is for informational purposes only and you should determine for yourself whether a particular service or product is suitable for your investment needs.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance.  


Nothing provided on Creekside’s website constitutes tax or legal advice.  You should see the advice of your own tax or legal advisor for specific information regarding tax and legal consequents of investments.