Court Creeden

Founder/Financial Advisor

Charlotte, NC; Greenville SC; & Charleston, SC

(704) 557-9754

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Court’s passion for working with families stems from personal experiences that impacted the financial lives of his close friends. In establishing Parent Financial, his mission was to create a team of advisors whose sole focus is to help families by providing a safe place to have their questions answered and their financial needs met. The joy of helping parents get a clear picture of their finances and helping them create a plan for success is what excites him most about the work he does.

Prior to his work as a financial advisor, Court was a financial analyst for the US Embassies in Western Europe, Africa, and South America. He holds a B.A. from The University of Pennsylvania where he majored in Economics, Philosophy, and Politics. Outside of work Court loves to paddleboard, golf, spend time with his family, and cook. Court and his wife Natalie live in Dilworth.

Jason Goldy

Director of Financial Planning

Charlotte, NC

(704) 557-9754

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As the director of Financial Planning for our affiliate firm HF Financial, Jason serves as a specialist for Parent Financial for high net worth families that desire an integrated financial plan. He works closely with each family to help them structure their finances in a way to hedge against tax increases, market risk, inflation, and longevity. Starting his career as an equity and options trader Jason, quickly observed a disconnect in the financial recommendations given to clients. This discovery led him to join HF Financial marking the beginning of his passion to provide integrated financial planning for his clients. He received his B.S. in Finance and Business Administration at Appalachian State University. Jason and his wife live in Lake Wylie with their son and daughter.

Ryan Platt

Financial Advisor, Certified Special Care Planner

Charlotte, NC

(704) 557-9754

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As a Certified Special Care Planner, Ryan works to help families that have a special needs situation plan properly. He focuses on estate and tax planning, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. Ryan’s unwavering commitment to helping individuals with disabilities and their loved ones has helped families locally, regionally, and nationally. He was a graduate of Wake Forest where he received his B.S. in Economics and International Studies. Ryan serves as a Board Member for The Arc of Mecklenburg County, The Arc of North Carolina and was honored to be The Arc Angel of the Year in 2009. Ryan lives in Concord, NC with his wife, 2 sons and 2 daughters.

Andrew Coccia

Financial Services Professional

Charlotte, NC

(704) 557-9636

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Andrew was born and raised in Charlotte, NC and after graduating with a BS in Political Science from Appalachian State University, he returned to Charlotte as he has such strong connections and family ties to the city. Andrew has a genuine desire to serve as a resource for families within the community. As an advisor with Parent Financial, Andrew develops clear financial plans to help ensure financial security and stability for families in all stages of life. His ability to connect with his clients and serve as a trusted advocate for their needs allows him to help put them on the right path for long term success. Andrew, his wife Katie, and their dog Kenly live in South Charlotte. Outside of work Andrew loves to golf, watch football, and spend time with his family and friends.

Elise Gilmore

Family Relationship Manager

Charlotte, NC

(704) 557-9754

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Elise recently moved to Charlotte from Wilmington, NC. She attended the University of North Carolina Wilmington and earned her degree in Elementary Education with a minor in Psychology. Before working with Parent Financial she taught both 2nd and 3rd grade, where she enjoyed interacting with the children and families she worked with. As the Family Relationship Manager Elise works closely with each family to ensure they have the best possible experience in working with Parent Financial.

Elise serves as the main point of contact for parents to make sure we are aware of any updates or changes to your family. She also manages scheduling and confirming meetings, and assists parents with paperwork. Elise works closely with our advisors to build a personal relationship with the parents and children through regular updates, personal cards, and phone calls. Her goal is to ensure that we know every family personally and to carry out our mission to establish long term relationships to help each family for years to come.

Susan Dunning

Business Manager

Charlotte, NC

(704) 557-9754

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Susan was born and raised in Charlotte, NC where she stayed local to attend the University of North Carolina at Charlotte. She earned her degree in Elementary Education with a concentration in English and Communications. Before working with Parent Financial she taught Transitional Kindergarten at Primrose Academy in Charlotte where her passion for working with families continued. Susan, her husband Cory, and their dog Sulli live on the outskirts of Charlotte in Matthews, NC. They are currently expecting a little boy in May of 2017 and could not be more excited for this amazing new addition.

As the Business Manager, Susan coordinates and oversees events and manages our relationships with various non-profit groups, hospitals, parenting groups, and other businesses in the community. She also manages the day to day operations for our team of advisors and works closely with the Family Relationship Managers to provide the best possible experience in working with Parent Financial.

Thomas Smythe

Financial Advisor

Charleston, SC

(843) 330-1242

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Born and raised in Charleston, SC, Thomas has a strong connection with the city and a sincere desire to serve as a resource for families in the community. Thomas played soccer and earned a BA in History while attending The University of the South (Sewanee). He currently lives in Mt. Pleasant with his wife Kalyn, and two dogs Jake and Bentley.

As an advisor with Parent Financial Thomas looks to provide families with a clear path to protect their families and plan for their future. His ability to connect with his clients and serve as a trusted advocate for their needs allows him to help put them on the right path for long term success.

Nicholas Jones

Financial Planner

Charleston, SC

(843) 856-5544

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After graduating from the University of Delaware and a few years of work, Nick relocated to Charleston in 2009. For the last 12 years of his career in the financial services/planning industry he has focused his practice on working with both business owners and families ensuring their loved ones, businesses, and financial futures were secure and taken care of. Nick really enjoys working side by side with his clients developing their plans and assisting them as they progress towards achieving all of their financial goals and independence.

In his free time, Nick enjoys traveling, golfing, playing a variety of other sports, and cooking for his friends and family.

Stacey Allan

Financial Advisor

Greenville, SC

(803) 446-3304

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Stacey’s passion for helping families comes from her own personal experience of losing both of her parents at the age of 18. Due to proper planning, Stacey and her younger sister were able to stay in school and maintain their current lifestyle in the midst of this tragedy. Stacey wants all of her clients to be prepared to protect their families through the ups and downs of life.

She received her Masters in Business Administration from the University of Virginia and is a native of New England. Stacey is very active in the community as a member of the Greer Chamber of Commerce, as well as a Board Member at Trees Greenville and Fall for Greenville. Stacey lives in Simpsonville with her husband Glenn and their 2 rescue dogs, Otis and Bear.

Tom Giltner

Financial Advisor

Cleveland, OH

(216) 520-2160

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Catering to growing families has been a point of emphasis since Tom began working as a financial advisor in 2008, but when he and his wife, Megan, joyfully welcomed their children Polly and Calvin into the world he became acutely aware of the specific needs and goals of his clients. Tom believes that families looking for trusted advice shouldn’t have to consult three or four different professionals. Investment management, insurance planning and estate planning are all intimately linked, and he wants to provide common sense solutions that would bring clarity to any family’s financial future.

Tom is a third generation financial advisor and joined the family business after he graduated from the University of Dayton with degrees in Finance and Entrepreneurship. He is a Cleveland sports enthusiast and loves to stay active. He moved back to his hometown of Akron, OH in 2015 where he enjoys golf, tennis and spending time with family and friends.

Jim Giltner

Financial Advisor

Cleveland, OH

(216) 520-2160

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Jim has been a financial advisor for 35 years, but more importantly, he is the father of six children and grandfather of 5 (and counting). Sitting down with a new family and learning about their unique goals and aspirations has always been Jim’s favorite of the process. He finds it particularly fulfilling helping his clients acquire resources that allow them to spend more time with family, enjoy vacations, indulge in hobbies, and amplify their charitable work.

Jim graduated from the University of Dayton in 1981 where he met his wife, Gail. He loves spoiling his grandchildren and spending time with his family.