Your Dedicated Team at Giltner & Associates
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James B. Giltner, CLU®
President
JAMES B. GILTNER, CLU®
President
Domicile State: OH
CA Insurance License #0D30557
Office: 216-520-2160
Fax: 216-573-2777
Mobile Phone: 330-283-7377
E-mail: jgiltner@financialguide.com
James B Giltner, CLU has been a financial advisor for 35 years, practicing out of Cleveland, OH. He graduated from the University of Dayton in 1981 with degrees in Marketing and Management. Jim focuses on effective solutions to complex financial scenarios in his work with physicians, business owners, executives and professional sports teams.
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Thomas J. Giltner
Partner
THOMAS J. GILTNER
Partner
Domicile State: OH
CA Insurance License #0L77476
Office: 216-520-2160
Fax: 216-573-2777
Mobile Phone: 704-620-4567
E-mail:
tgiltner@financialguide.com
Tom is a third generation financial advisor and has always had an affinity for the family business. He graduated from the University of Dayton with degrees in Finance and Entrepreneurship. He began practicing in 2008 in Charlotte, NC where he worked with small businesses and families. Since moving back to Ohio with his wife Megan and two children, Polly and Calvin, he has continued to expand and refine his practice. Helping families achieve financial prosperity and security is what drives Tom. He is inspired by the success and achievement his clients have in their own right and is humbled to be a part of their journey.
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Russell Pierce, CFA
Director of Wealth Management
RUSSELL PIERCE, CFA
Director of Wealth Management
Russell Pierce has been serving as Director of Wealth Management for Giltner & Associates since March 2018. He graduated from the University of Dayton in 2009 with a degree in Finance and Business Economics. He also holds the Chartered Financial Analyst (CFA) designation. Russ started his career in the financial industry right out of college and has spent most of his career to this point writing or selling equity research for two prominent Cleveland-based firms, Cleveland Research Company and Zelman & Associates. Russ’ enthusiasm for investment management will become immediately evident when working with him, and he looks forward to assisting you in reaching your financial goals.
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Jason Goldy
Director of Financial Planning
JASON GOLDY
Director of Financial Planning
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
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Lou Galletto, Jr. AIF®
Director of Wealth Management
Lou Galletto, Jr. AIF®
Director of Wealth Management
Upon graduation, Lou headed to Wall Street in New York where he worked as a retail broker for Shearson Lehman before joining Oppenheimer Funds as a Vice President in 1989. He remained with Oppenheimer through 2003 and joined HF Financial in January 2004. Lou has been instrumental in building the Wealth Management Department.
Lou’s expertise in Investment and Financial Services expands through Private Wealth Management, Corporate Retirement Planning, Retirement Income Distribution Planning, and Financial Planning. Lou and his team are devoted to analysis, due diligence, ongoing review, and providing the most appropriate investment solutions for our advisors to bring back to their clients.
Lou and his team bring a breadth of experience while working with advisors and their clients’ investment strategies. Lou takes the time to understand each client’s needs and goals while he reviews their current portfolio. Then, he works closely with the advisor to design a strategy that fits into their overall approach.
RECOGNITION
Lou has appeared in the Charlotte Business Journal and Charlotte Observer on a number of occasions where the topics have ranged from Personal Financial Planning to establishing and maintaining Retirement Plans for businesses. Lou is a frequent presenter throughout the Carolinas at the request of many HF Financial Advisors.
COMMUNITY
Lou moved to Charlotte in 1993, and he and his wife have four children. He has dedicated his community service towards sports ministries, support group facilitation, and high school group leadership through the ministry team at Calvary Church in Charlotte.
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G. Westcott Price, CIMA®, ATFA
Wealth Strategist Regional Director
G. Westcott Price, CIMA®, ATFA
Wealth Strategist Regional Director
MassMutual Wealth Management
Wes Price is the Wealth Strategist Regional Director covering the Mid-Atlantic for MassMutual Wealth Management. Prior to joining MassMutual in 2023, Wes spent 4 years at Advisors Asset Management in Raleigh, NC as a Regional Vice President wholesaling 3rd party boutique asset management products. Prior to that, Wes spent 11 years at BlackRock in Princeton, NJ as an Associate Vice President, with experience ranging across, portfolio management & implementation, business & product development, asset management sales and alternative investments. Before joining BlackRock, he spent 2 years at Merrill Lynch in Hopewell, NJ, servicing executive retirement compensation.
Wes received his BBA in Finance from James Madison University in 2005. Wes is a Certified Investment Management Analyst (CIMA®), having achieved the designation in 2020 after attending the Executive Education program at Yale University School of Management. Wes is also an Accredited Trust and Fiduciary Advisor (ATFA), having received the designation from Campbell University.
Wes, his wife and their 2 daughters live in Raleigh, NC having relocated from the suburbs of Philadelphia, PA, where he and his wife grew up, in 2019.
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Kurt Lippincott, CFA, CPWA®
Head of Investment Office
Kurt Lippincott, CFA, CPWA®
Head of Investment Office
MML Investor Services, LLC
Kurt leads the Investment Office effort which partners with our Financial Advisors to deliver clients high quality, customized investment portfolios.
He has over 20 years of experience working with high-net-worth investors. Prior to joining MML Investors Services, Kurt was a portfolio manager at City National Rochdale. Prior to that he was a Director at Credit Suisse where he led the portfolio solutions team responsible for creating and monitoring customized portfolios for ultra-high-net-worth individuals. Kurt also spent six years working with the Chief Investment Officer focused on investment strategy and asset allocation.
Kurt holds a BS in Business Administration from Saint Mary’s College of California and an MBA in Finance from the Leonard N. Stern School of Business at New York University. He holds the Chartered Financial Analyst® designation and the CPWA® certification.
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Chloe Sandhu
Client Relationship Manager
CHLOE SANDHU
Client Relationship Manager
Chloe Sandhu is a Client Relationship Manager for Giltner & Associates and has built upon her prior experience in the financial services industry working with a global firm in 2005. She has a diversified background in client service and the focal point of her role is acting as a liaison for both insurance and financial planning clients. Chloe also enjoys collaborating with her team on firm initiatives and marketing needs.
A Cleveland native, Chloe is always looking for new places to travel and explore and enjoys quality time with family and friends.
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Delaine Ross
Executive Assistant
DELAINE ROSS
Executive Assistant
Delaine Ross has been an Administrative Assistant for Giltner & Associates since 1998, with experience in Life, Disability and Long Term Care insurance. Delaine's focus is on insurance client service, new business processing, proposals, applications, and presentations.
Having been with the firm for 20+ years, Delaine has the unique privilege of serving lifelong insurance clients and looks forward to working with new ones.
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Caralyn Brewer
Client Service Associate