Retirement
Begins Here TM
Winchester Office:
167 Creekside Lane
Winchester, VA 22602
Richmond Office:
1809 Raintree Drive
Henrico, VA 23238
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
Certain Creekside Financial Group Inc. employees are Investment Adviser Representatives of Alphastar Capital Management LLC and 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, Investment Advisor Representatives 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. 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, Tanner and Ryan who is in the U.S. Air Force. Beyond Chuck's enjoyment of family, is being able to play guitar and assist clients in their pursuit of a confident and enjoyable retirement.
Jack Clauser
Investment Advisor Representative
Jack was born in Philadelphia, PA, but planted his Winchester, VA roots near family in 2014 when he attended Shenandoah University. Jack earned a dual-major Bachelor of Science degrees in Finance and Economics. While at Shenandoah University, he was President of the Investment Club and earned "Entrepreneur of the Year" while still an undergraduate.
Jack is also a licensed commercial realtor, which brings additional value to a segment of our CFG clients.
Jack is married to his wonderful wife Brettie with children Reagan and Kacey.
Jack is committed to providing a goals-based, strategic approach to financial planning, investment management and retirement planning for his clients of all ages and life cycles.
Angela Johnson
Administrative Assistant
Client Services Representative
Angela was born and raised in Frederick County. She is married to her husband Eric and they both still reside in Frederick County.
Angela enjoys her significant role of Financial Administrative Assistant and Client Services Representative. Her nickname in our CFG office is "Speedy Gonzalez" as she loves getting things done!
Angela also assists when required on the insurance side of the firm as she also maintains her health insurance license.
While not working, Angela enjoys reading, baking exploring mycology and solving puzzles.