© 2019 Creekside Financial Group Inc., 167 Creekside Lane, Winchester, VA  22602

 

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Creekside Financial Group Inc. are independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Creekside Financial Group Inc. does not offer legal or tax advice. Retire Shield TM is a registered trademark and proprietary investment portfolio model.

ABOUT US

At Creekside Financial Group Inc., we understand that you have many choices when it comes to partnering with a financial advisor.  As a locally-owned firm, we want you to know that we are committed to serving and contributing directly to our common, local community.   

 

We also understand that trustworthiness, competency, and excellent client service are not only expected, but demanded of your financial advisory firm.  

 

Our heritage was born in the insurance industry with a focus on safety and preservation.  We are committed to assisting clients in the pursuit of their financial goals.  We focus on the alignment of investment objectives and client risk tolerance, including the use of non-securities products.

 

Creekside Financial Group Inc is committed to offering fee transparency for investment advisory services which are based on assets under management.

 

Fiduciary Statement

 

Investment Adviser Representatives ("IAR") of Alphastar Capital Management LLC are considered to have a fiduciary relationship with clients and will be held to the legal standards under the Investment Advisers Act of 1940 and the applicable state laws.  Acting as a fiduciary, IARs have an affirmative duty of utmost good faith to act solely in the best interests of clients and to make full and fair disclosure of all material facts.

 

 

Management

James "Jim" DuBrueler Jr.
Co-Founder, Principal
Chief Operating Officer
Investment Advisor Representative

Jim was born and raised right here in Frederick County, VA.  He is a local graduate of James Wood High School (1987) and earned a Bachelor of Science degree in Business Administration from Shepherd College (1991).  Jim began his insurance career in 1996 specializing in retiree-focused insurance solutions including long term care, Medicare options, fixed annuity and retirement income planning.  Jim co-founded Creekside Insurance Advisors Inc. in 2009 and Creekside Financial Group Inc. in 2017. 

 

Jim has served on several past and present volunteer boards within our local and regional community.  Jim currently lives in Stephens City, VA with his high school sweetheart wife Amy and children Adam and Emily who both attend Virginia Commonwealth University (VCU) in Richmond, VA.  Beyond Jim's enjoyment of family, is being able to bring financial comfort and confidence to his clients and to serve his local community.

Charles "Chuck"  Swope
Co-Founder, Principal
Chief Executive Officer
Licensed Insurance Agent

Chuck was born and raised right here in Frederick County, VA.  He is a local graduate of James Wood High School (1984) and earned a Bachelor of Science degree in Business Administration from Berry College (1988). Chuck began his insurance career in 1988 in auto claims and transitioned to Human Resources Superintendent with State Farm.  He began his insurance agent career in Winchester, VA in 2003 specializing in retiree-focused insurance solutions including long term care, Medicare options, fixed annuity and retirement income planning.  Chuck co-founded Creekside Insurance Advisors Inc. in 2009 and Creekside Financial Group Inc. in 2017.   

 

Chuck currently lives in Frederick County, VA with his wife Sheila.  Chuck has five children; Logan, Hannah and Peyton who attend (Peyton in Fall '18) University of Tennessee Chattanooga, Tanner who attends Lord Fairfax Community College and Ryan who is in the U.S. Air Force.  Beyond Chuck's enjoyment of family, is being able to play guitar and sing in his Church Contemporary Praise Band and to help provide his clients with a confident and enjoyable retirement.