Our Team

Court Creeden

Founder/Financial Advisor

Charlotte, NC; Greenville SC; & Charleston, SC

(704) 557-9754

Learn More About Me

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.

Click here to access my calendar and schedule a meeting »

Andrew Coccia

Financial Services Professional

Charlotte, NC; Cary, NC

(704) 557-9636

Learn More About Me

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.

Click here to access my calendar and schedule a meeting »

Jason Goldy

Director of Financial Planning

Charlotte, NC

(704) 557-9754

Learn More About Me

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

Learn More About Me

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

Learn More About Me

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.

Elise Gilmore

Family Relationship Manager

Charlotte, NC

(704) 557-9754

Learn More About Me

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.

Nicholas Jones

Financial Planner

Charleston, SC

(843) 856-5544

Learn More About Me

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.

Thomas Smythe

Financial Advisor

Charleston, SC

(843) 330-1242

Learn More About Me

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.

Tom Giltner

Financial Advisor

Cleveland, OH

(216) 520-2160

Learn More About Me

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

Learn More About Me

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.

Stacey Allan

Financial Advisor

Greenville, SC

(803) 446-3304

Learn More About Me

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.

Dan Cage

Financial Services Professional

Nashville, TN

(615) 309-6469

Learn More About Me

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

Learn More About Me

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

Learn More About Me

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

Learn More About Me

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

Learn More About Me

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.