^{Who We Are}
About Us

^{Our Story}
Serving You Since 1981

We pride ourselves and our business on honesty, integrity and professionalism. We work at your side, staying with you and your client throughout the settlement process.

Together, we will provide your client with professional service and advice from trusted experts. Would you settle a personal injury case without your own medical expert? No. Then why proceed without a Certified Structured Settlement Consultant?

Using Evergreen Structured Settlements costs you and your client nothing. The structured settlement insurance carrier pays our fees with no reduction in the amount deposited into the structured annuity. We do not charge a fee, of any kind, if the case does not settle or your client chooses not to structure their award.

Did you know that all or a portion of a plaintiff attorney's contingency fees can be structured, even if the client decides not to structure any of their award? Call us.

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Our Mission

We stand beside plaintiff attorneys and their clients to transform settlements into lifelong financial security so that resolution becomes a foundation, not the ending.

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Our Core Values

Compassion, clarity, and the long view shape every recommendation we make — because behind every case is a person whose entire future is at stake.

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Our Approach

We work alongside attorneys and their clients from initial consultation through final implementation — translating complex options into clear, actionable recommendations every step of the way.

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^{Meet Your Team}
We Are Here for You at Every Turn

Evergreen

James 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...

Thomas Giltner, CSSC

Executive Vice President

888-888-8888

name@email.com

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...

Russell Pierce, CFA, ChFC

Wealth Management Advisor

888-888-8888

name@email.com

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...

Jin Doll-Kim

Operations Manager

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...

Delaine Ross

Case Manager

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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...

Cheryl Cavendish

Case Manager

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Strategic Partners

Clem Barbarino

Structured Settlement Consultant

412-829-0101

412-829-0171

name@email.com

Clem Barbarino has been consulting for both plaintiff and defense clients since he entered the structured settlement world in 1984. Clem previously was with Thomas Faulhaber & Associates, Inc. before joining Evergreen Structured...

Danny Farmer

Vice President

310-207-9796

310-207-5337

name@email.com

A native of Los Angeles, Daniel S. Farmer attended UCLA, where he was a four-year starter in both football and volleyball. As a volleyball standout, he was instrumental in helping UCLA win two National Championships in 1996 and 1998.In...

Thomas Giltner, CSSC

Executive Vice President

888-888-8888

name@email.com

Rebecca Harper

Harper-Davis Financial

916-614-7637

916-921-2247

name@email.com

My career as a financial professional began in 1977. Driven by a strong desire to assist individuals in making well informed and thoughtful monetary choices is what first attracted me to the financial services industry. That desire is...

Madeline Jacobs, MBA, CPFA®

Financial Planner

912-265-2876

912-264-2127

name@email.com

Madeline lives in Savannah, GA and joined Evergreen in 2025. She graduated from The Madeira School in McLean, VA, earned her undergraduate degree from the University of South Carolina in 2017 and later received her MBA from the...

William "David" McLeod, Jr., CLU

352-351-0500

352-629-6500

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....

Valentino Verrelli

516-358-3857

516-358-3922

name@email.com

Who We AreAbout Us

Our StoryServing You Since 1981

Our Mission

Our Core Values

Our Approach

Meet Your TeamWe Are Here for You at Every Turn

Evergreen

Strategic Partners

^{Who We Are}
About Us

^{Our Story}
Serving You Since 1981

^{Meet Your Team}
We Are Here for You at Every Turn