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View More Press Releases by Creekside Financial Advisors

Press release:

Creekside Financial Advisors Expands to Manage Tremendous Growth

Issued by: Creekside Financial Advisors

Date: Apr. 9, 2015

Cleveland financial management firm adds client service devotee Kath Lepole to growing team.

CLEVELAND, OH April 8, 2015 – Cleveland-based Creekside Financial Advisors, LLC welcomes Kath Lepole to the financial services firm. Ms. Lepole brings over twenty years of financial services experience to Creekside Financial Advisors. Ms. Lepole is joining Creekside as a Client Services Manager. Her role is dedicated to providing clients with the information and resources they need to help manage and deal with their financial questions on a daily basis.     

Prior to joining Creekside, Ms. Lepole served clients at another large financial services firm in Cleveland for thirteen years and had similar responsibilities at a bank for nearly twelve years.

“Kath is a wonderful addition to our client service team. She brings many years of experience and unique client service skills to support our team and clients,” said Nan Cohen, Founder & CEO Creekside Financial Advisors.

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to creating customized financial plans for each client’s unique and personal objectives. Nan Cohen, Randy Schneider, Alan Yanowitz, Jessica Silver and Aaron Kamat, veteran Cleveland financial planners, are devoted to serving their clients’ comprehensive financial needs. Their clients include physicians, attorneys, widows, senior business executives, and retirees. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Creekside Financial Advisors LLC and Securities America companies are not affiliated.  

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View More Press Releases by Creekside Financial Advisors


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