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.

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.

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.

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.

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.