James Giltner, CLU, CSSC
President & CEO
James B. Giltner, CLU, CSSC
President & CEO
James B. Giltner is a 1981 graduate of the Business School at The University of Dayton in Dayton, Ohio. While a student at The University of Dayton, he participated in various bands and orchestras while becoming an accomplished trumpet player.
Mr. Giltner joined Mutual of New York, MONY, immediately upon graduation. He has achieved numerous industry and company honors over the last two decades. While with MONY, Mr. Giltner served as Chairman of the Professional Development and Ethics and Liability Task Force Committees. He has held chairmanships and served as President of the Akron Association of Insurance and Financial Advisors.
Mr. Giltner has developed a practice that specializes in estate planning, executive benefits and pre-retirement planning. His clients include professionals, small business owners and professional sports teams.
While maintaining his practice, Mr. Giltner has become a Certified Structured Settlement Consultant. He has represented law firms and their clients in structured settlements in Ohio, Pennsylvania, New York, New Mexico, Georgia, Kentucky, Michigan, Florida, Maryland, Massachusetts and Illinois.
Mr. Giltner lives in Bath, Ohio with his wife Gail. Their six children are building their own careers and families. Gail and Jim cherish their big treasure of their six children and seven grandchildren.
Thomas Giltner, CSSC
Executive Vice President
Thomas Giltner, CSSC
Executive Vice President
Tom, a native of Akron, OH, graduated from The University of Dayton with degrees in Finance and Entrepreneurship. While at The University of Dayton, Tom served as the Manager of The Davis Center of Portfolio Management, the nation's leading student investment platform. He also served as Chairman for R.I.S.E., the world's largest student invest forum. Through these experiences he had the opportunity to invest millions of dollars of the University's endowment and also had candid, one on one interactions with individuals like Ben Bernanke, Christopher Gardner, and Peter Coors.
Tom grew up with conversations of life insurance and financial planning all around him, as he is a third generation financial professional. He has had a strong affinity for helping families, individuals, and businesses reach financial goals from a very young age.
Tom felt drawn to the structured settlement arena by the prospect of helping those in the most vulnerable financial situations. As a Certified Structured Settlement Consultant, Tom has brought financial security and peace of mind to families that will last well into their future.
Tom lives in Akron, OH with his wife, Megan and two children.
Cheryl Cavendish
Case Manager
Cheryl Cavendish
Case Manager
Delaine Ross
Case Manager
Delaine Ross
Case Manager
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.
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 spending quality time with family and friends.
Russell Pierce
Wealth Management Advisor
Russell Pierce, CFA
Wealth Management Advisor
Russell Pierce has been serving as a Wealth Management Advisor 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.