Your Dedicated Team at Giltner & Associates

About Us

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

We believe what sets our organization apart is knowledge and service. We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.

Thomas J. Giltner Photo

Thomas J. Giltner

THOMAS J. GILTNER

Partner

Domicile State: OH

CA Insurance License #0L77476

Office: 216-520-2160 | Fax: 216-573-2777
Mobile Phone: 704-620-4567
Secure Text: 216-480-5614

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.

Russell Pierce, CFA Photo

Russell Pierce, CFA

Director of Wealth Management

RUSSELL PIERCE, CFA

Director of Wealth Management

Domicile State: OH

Office: 216-520-2160 | Fax: 216-573-2777
Mobile Phone: 724-255-1112
Secure Text: 216-868-4165

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.

Jin Doll-Kim Photo

Jin Doll-Kim

Operations Manager

JIN DOLL-KIM
Operations Manager

Office: 216-520-2160 | Fax: 216-573-2777
Secure Text: 216-412-9992

With a background spanning paralegal work, legal operations, nonprofit strategy, and corporate systems, Jin brings a thoughtful, process-driven approach to her work. Her experience includes grant writing, workflow design, and supporting corporate litigation and transactional matters — all rooted in a passion for clarity, collaboration, and making things run smoother. At Giltner & Associates, she focuses on optimizing internal systems and supporting strategic growth across the team. She’s especially energized by spreadsheets, color-coded workflows, and the kind of project management that turns chaos into clarity.

Outside the office, she enjoys yoga, hiking, and cooking, and finds joy in time spent with her husband and three children.

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