Our Team

Court Creeden

Founder/Financial Advisor

Charlotte, NC

(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.

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 son CJ live on the outskirts of Charlotte in Matthews, NC. They are currently expecting twin boys in September of 2018 and could not be more excited to welcome them soon!

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.

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.

Al Santosuosso

Financial Advisor, CFBS

Bedford, NH

(603) 471-4368

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Al delivers a process oriented approach to helping his clients create, accumulate and preserve wealth in the most efficient manner. Al displays an unparalleled passion and enthusiasm towards helping his clients achieve their goals, dreams and aspirations. He starts with the end in mind and communicates the big picture with clarity.

At each level of financial success comes another layer of complexity. The more successful one becomes, the more moving parts there are to their financial picture. These parts come in many shapes and sizes, but primarily consist of various advisors, products and changes in law. Even seemingly minor decisions in one area can have a significant ripple effect on other areas and often impede someone in achieving their maximum financial potential. Al’s practice is focused on comprehensive fee based financial planning to help facilitate the integration of these moving parts in an objective and fiduciary accountable manner.

What sets Al apart, is the collaboration with his internal resource team of subject matter experts. This includes Tax & Estate Attorneys, Business Valuation Specialists, Investment experts, Insurance experts and Certified Special Needs planners. Al and his team provide 200 plus years of experience to best serve companies, institutions, business owners, families and professionals.

Al and his team specialize in the full integration of personal, business, tax and estate planning. Al takes a straight forward approach to planning. First, he seeks to understand his client’s goals, objectives, desires and wants. Secondly, he works closely with his team and his client’s existing advisors to develop a comprehensive strategy tailored specifically towards his client’s unique needs and lifestyle. Lastly, he is detail oriented with the execution of all planning, investment and insurance action items. In addition, having earned the designation of Certified Family Business Specialist (CFBS), he provides exceptional expertise for the business owner.

Al graduated from Stonehill College with a B.S. in Business Administration where he played collegiate tennis for all four years. He maintains a Certified Family Business Specialist (CFBS) designation and has been certified by The American College in Business Succession Planning. In addition, he holds a Life, Accident & Health license as well as Series 7 and 66 security registrations. Al resides in Bedford, New Hampshire with his wife Vanessa and their three sons, Anthony, Michael and Rocco.

Ben Hamblen

Director of Firm Development

Boston, MA

(617) 526-9385

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Ben works as an integral part of our team as an Investment Specialist. Ben also recently started working with producers on firm development to streamline their planning process and philosophy.

Ben previously worked in the Financial Planning Department at Baystate Financial in Boston. In this role he acted as a Senior Case Manager for fee-based financial planners, specializing in eMoney. Ben then took a position as an Agency Supervisory Officer at MassMutual Oregon in Portland, Oregon. In this role he was able to expand his compliance knowledge within a highly regulated industry and obtain licensing as a Registered Principal.

Ben currently resides with his wife Elissa in Newton, MA. Ben enjoys skiing, golfing, and spending time with close friends and family. Ben is involved with the Special Olympics through volunteer work and fundraising.

Sam Philbrook

Financial Advisor

Boston, MA

(617) 526-8269

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A graduate from the Senior Military College of Vermont, Norwich University, Sam Commissioned into the US Army. While at Norwich, Sam was a member of the senior honor committee as well as Captain of the Varsity Baseball Team his Junior and Senior year. After commissioning as an Infantry Officer, Sam began his career with Northwestern Mutual. Growing up, and throughout his college career, Sam learned the values of hard work, honor as well as integrity and has transitioned those values to shape his financial practice.

Sam chose a career in the financial services industry for a number of different reasons. The first was the ability to create his own business that would have a positive impact on his friends, family as well as community. Secondly, he wanted to be able to provide education that will benefit his clients throughout their lives and empower them to make decisions in areas such as savings, insurance and retirement.

Sam specializes in working with military personnel as well as doctors and business owners.

Currently, he resides in Southern Massachusetts with his fiancé Sarah and their 3-year-old son. Outside of work, Sam is the executive officer for HHC 3-172IN (MTN) in the Vermont Army National Guard. Currently, he serves on the Board of Alumni for Norwich University. When not working or volunteering, Sam enjoys golfing, baseball, football, reading and fine whiskey.

Lucas Durr

Financial Advisor

Burlington NC, Greensboro NC

(336) 370-3111

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Working with parents to help them protect their family and plan for their future is personal for Lucas. His passion comes from his experience of losing his brother-in-law, who left behind a wife and two very young children. He understands firsthand the importance of proper planning and the many ways a family is impacted by the unexpected.

Lucas believes that helping families develop clear goals and providing them comprehensive advice is the best way to give his clients confidence and assurance. He truly enjoys working closely with moms and dads to achieve their financial goals.

Outside of work Lucas enjoys golf, tennis, and snowboarding. He and his wife, Kira, live in Mackintosh, NC with their dog Gus.

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.

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.

Abhinav Kumud

Financial Services Professional

Houston, TX

(713) 402-3803

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Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Cody Cortez

Financial Services Professional

Houston, TX

(713) 402-3873

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Cody Cortez is a native Houstonian who began his career in the Commercial Real Estate industry. After 12 years and two children, he realized that colleagues with families spent most of their time living month to month without a clear grasp on their financial situation. Making the move as a Financial Services Professional was an easy decision. Knowledge is the key to a successful financial future so getting to know a new family and enabling them to realize their goals and aspirations is what he loves most. Cody attended Baylor University and obtained a degree in Finance and was a member of the baseball team.

Jennifer Wilson

Financial Services Representative

Houston, TX

(936) 697-8616

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After watching my close friend lose her battle to breast cancer August 10, 2017 it became very real to myself how important it is to prepare for the future and for the possibilities that could come up. It has been a very difficult time for her family and they have had to make changes to their lives, but their strength and courage has motivated me in so many ways. She is the reason I am in this career and made the change from a nurse to Financial Services Representative. It is my priority make sure and care for families and individuals futures financially and help educate them on how to do so no matter the current situation they are in.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Kelly Hejtmancik

Financial Advisor, ARPC, CLTC, LUTC

Houston, TX

(713) 403-6537

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Kelly Hejtmancik’s passion and dedication is to work with families in helping them build, protect, and preserve their assets. His focus is helping his clients minimize taxes, minimize risk, and maximize savings. His ultimate goal is to give every client and their family the peace of mind that their financial and insurance affairs are in order for the future. Kelly Hejtmancik serves as a Financial Advisor with Parent Financial in the Greater Houston Area.

Kelly attended and graduated with a B.A. in the top percentage of his class in 2002 at Rice University in Houston, TX. After Graduating Rice University, he was hired directly from his internship to became one of the Top Financial Advisor’s at New York Life. He successfully served over 2,000 clients in his book of business since 2002. He received several honors while working at New York Life, such as Houston’s National Association of Insurance and Financial Advisor’s Rising Star Award, Rookie of the Year, Career Success, Career Life Producer, Life Foundation Awards, National Life Paid Case Leader Eagle Award, and Long-Term Care Circle of Champions. For the past 14 years, Kelly Hejtmancik has been a qualifying and lifetime member of the Million Dollar Round Table.

Kelly Hejtmancik’s favorite quote he preaches and lives by is from Ghandi, “BE THE CHANGE THAT YOU WANT TO SEE IN THE WORLD!!”. He is very happily married to his soulmate, Marie. They have two wonderful children, Nathanael, who is now attending Texas A&M and Elizabeth currently attending NYU.

Matthew Williams

Financial Advisor

Houston, TX

(713) 402-3869

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Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Dan Cage

Financial Services Professional

Nashville, TN

(615) 309-6469

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Dan Cage is a native Nashvillian who began his career as a Special Education teacher when a life changing event called him to serve in another way. He grew up with his best friend’s cousin, Matthew Drumright who has Downs Syndrome. Matthew involvement has allowed Daniel to be very involved within the special needs community at a young age. Because of Matthew, Daniel has felt God calling to help individuals with special needs to have the best quality of life possible and change the way the world sees those with special needs. Dan attended Brentwood Academy and then Samford University and obtained a degree in Physical and Special Educations and Sports Administration.

Currently, Dan lives in Brentwood with his wife Allison and their 10 month old, Camdyn. He was an Eagle Scout and a volunteer in the special needs community. He serves on the board for Gigi’s Playhouse, volunteers with the Special Olympics and helps out with other special needs organizations as well. Dan specializes in helping families with children with special needs, but enjoys helping families of all kinds in middle Tennessee.

James Horton

Financial Services Professional

Nashville, TN

(615) 309-6372

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James’ passion for helping families comes from living through the aftermath of proper planning and improper planning, as a result of having his father, mother and father in law, and both grandmothers pass away within a five-year span. Through those experiences, the mission of his practice became clear: to serve as a guide to your family on the journey to financial independence by providing a safe place for your questions to be answered and a clear path.

James is a native of Louisville, KY where he graduated from Trinity High School. He came to Nashville to attend Fisk University majoring in Finance with a minor in Economics. Currently James has served or is serving on the boards of the General Alumni Association of Fisk University-Young Alumni Association, American Heart Association-PULSE, Williamson County Young Professionals, Rotary Club of Brentwood, Young Leaders Council, and Leadership Brentwood.

Greg Sirko

Financial Advisor

Nashville, TN

(615) 309-6340

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Greg Sirko has been an advisor in the Middle Tennessee area since 2007. He has worked with clients at all stages of their lives, from their early 20’s to their mid-80’s. Greg thoroughly enjoys serving families to help them achieve their financial goals.

Greg and his wife, Caroline, live in Nashville. In their spare time they enjoy exploring Nashville’s growing restaurant scene and supporting local sports teams. They are avid fans of the Nashville Predators, Tennessee Titans, and Vanderbilt athletics.

Prior to joining Capital Financial Group, Greg served on active duty in the US Army where he achieved the rank of Captain. During his time in service, Greg deployed to Iraq in support of Operation Iraqi Freedom from 2004-2005. He earned his Bachelor of Science from the United States Military Academy at West Point in 2002 where he was a member of the Army Baseball Team.

Brent Christian

Financial Planner

Knoxville, TN

(865) 246-1696

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Brent Christian is a financial planner with Continuum Planning Partners, a financial advisory firm specializing in comprehensive personal and business planning. He is responsible for growth of his practice and financial management of his client relationships. Brent realized the importance of planning for possible life changes in 2012 when his father suffered a brain aneurysm. Thankfully he recovered, but that is after three months in the hospital and years of recovery. This experience really drove home the importance of planning to help ensure his clients have a plan that not only works if everything goes well, but also when those bumps in the road occur.

Brent’s career began in Knoxville in 2004 when he worked with a large facility management company before graduating from the University of Tennessee with degrees in Accounting and Finance. Since graduation in 2010, Brent has worked in the financial industry helping his clients define and achieve their financial goals by building a comprehensive plan. His passions include spending time with friends and family, deep sea fishing, and Tennessee Athletics.

Bavy Lopez

Financial Planner

Knoxville, TN

(865) 246-1725

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Bavy grew up in Fallon, NV and was selected to attend the United States Military Academy at West Point in 1994. After earning a Bachelor of Science in the field of Economics, Bavy served 6 years in the US Army at Fort Campbell, KY with the 2nd Brigade of the 101st Airborne Division. Upon resignation from the military at the rank of Captain, Bavy entered the financial services industry. Bavy joined Capital Financial Group (CFG) in February of 2010, where he started as a Financial Advisor, then Sales Manager, Assistant General Agent and now Partner. In order to provide a higher level of planning to families, Bavy joined Parent Financial.

Bavy currently serves as: Chairman of the Florence Crittenton Agency Executive Board; Board Member, Knoxville Zoo; and, Treasurer, West Point Society of East Tennessee. Bavy was also privileged to participate in Leadership Knoxville, 2013, and was selected for the Greater Knoxville Business Journal’s 40 under 40 in January of 2013. Bavy lives in Knoxville, TN with his amazing wife, Tina, and their children: Garet, Charlotte and Logan. Humbled by fatherhood, Bavy keeps a smile on his face and sometimes learns more than he teaches. Outside the office, the Lopez Family enjoys travel, camping and the great outdoors.

Matthew Glynn

Senior Partner

Warwick, RI

(401) 463-1372

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Matt began his career in financial services working at MFS for over eight years. While at MFS he worked in various management roles and was a member of a steering committee responsible for creating the Phoenix, AZ campus. In 2005 he joined a family financial services company serving as Vice President and financial advisor.

Prior to his current role was the Agency Managing Director for the Hyannis District Office. In his new role as Senior Partner, Matt is responsible for firm growth through recruitment, marketplace development, strategic alliances and providing assistance to advisors growing their practices. Matt’s new role will have a regional emphasis in the Cape Cod, Southeastern Massachusetts, and Rhode Island Markets.

Currently a sitting member on the Cape Cod YMCA Board of Directors, Matt assists in providing direction for growth, fund raising, and board development. He resides in Rochester, MA with his wife Kerry and two daughters Bella and Madeline. Matt enjoys boating, fishing, golfing and spending time traveling with his family.

Joseph Conlan

Financial Advisor

West Hartford, CT & Boston, MA

(484) 686-1309

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Joe began his career in financial services at Susquehanna International Group back in 2000. As an equities and options trader at SIG, Joe split his time between executing institutional order flow and trading proprietorially using the firm’s capital. He was a NASDAQ Market Maker, NYSE block trader and eventually settled into the firm’s internal hedge fund. After a little over a decade of trading, Joe capitalized on an opportunity to work closely with financial advisors and their clients. As a wholesaler in the distribution arm of an investment management company, Joe helped educate financial advisors and their clients about portfolio diversification and asset allocation. It took almost 5 years, but Joe realized he wanted to be on the other side of the table as a financial advisor.

Joe made the switch and became a financial advisor in 2016. Joe brings a strong investment background to his comprehensive financial planning practice. Through his partnership with Parent Financial, his practice is primarily focused on helping families take the steps towards achieving financial confidence.

Joe graduated from Bloomsburg University of Pennsylvania with a major in Finance and spent time abroad at Sheffield Hallam University in the UK. He holds FINRA (www.finra.org)series 7, 63 and 65 licenses as well as his Life, Accident, Health and Sickness insurance licenses.

Joe resides in West Hartford, CT with his wife and three children. He enjoys family activities, coaching his kid’s sports teams, golfing, hiking, traveling and attending sporting events.