Welcome to Creekside Capital

A Financial Wellness Company

COVID-19 Notification 

July 20, 2020


Investment Advisor services are considered essential under the recent Knox County social distancing order. As such, our office is open to our clients at this time.  If you prefer, we are happy to meet via teleconference or videoconference, and we are offering our clients the option of remaining in their own car while they deposit checks, pick up/drop off/sign documents. For clients coming to the office, our staff is following strict protocols including washing hands upon arrival and disinfecting any items brought into the office.  We will maintain a safe distance and/or wear masks and encourage you to wear one as well. If you do not have one we can provide one for you.  We also disinfect all surfaces between clients.  We ask that you do your part by utilizing the hand sanitizer provided at the front door and by notifying us and rescheduling 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.

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

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.

Cropped the-journey-of-life.png
life planner.jpg
header-home.png
piggy bank saving.jpg
Just Married.jpg
home keychain.jpg
It's a Girl
Young Family
graduate girl champagne.jpg
Retirement - beach chairs.jpg
Grandparents on the beach 2.jpg
Travel docs and coffee up.png
 
Happy Family with Pets

Guiding You Through Life's Journey

It's What We Do

 
Stock Market Graph

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.

McBrearty_Capital_Headshots-0131 (1).jpg
 
CCI donations small.png

       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

 
Stones of Meaning

Contact Us

8901 Sony Lane, Knoxville, TN 37923, USA

(865) 693-5300

 
 

Contact

(865) 693-5300

Follow

  • Google Places
  • Facebook

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. 

Young Family