Our Team

Jason Goldy

Managing Partner

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 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.

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.

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.

Joseph Conlan

Financial Advisor

West Hartford, CT & Boston, MA

(484) 686-1309

Learn More About Me

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.

Riley Gallaher

Financial Professional

Charlotte, NC

(704) 557-9754

Learn More About Me

After graduating with his MBA in Trust and Wealth Management and a minor in Financial Planning, Riley worked as a wealth advisor with BB&T. During this time, he witnessed countless parents that had not put in place the essential aspects of a financial strategy for their family. Asking his own parents what they had and what sort of financial planning they had done while he was growing up, he was surprised by the truth.

Great mom’s and dad’s like his who want the best for their family, didn’t always know where to go to for help when it came to their finances, often leaving them without a clear path.

Discovering the need so many parents had for his expertise, Riley joined the Parent Financial team to ensure that every family who wants to make smart financial decisions has a place to go.

Outside of work Riley loves to stay active with his Australian Shepard. This includes running on the light rail, hiking and spending time at the lake. Riley is also a retired athlete and feeds his competitive nature through sports in Charlotte such as flag football, basketball and sand volleyball.