James Giltner, CLU, CSSC

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 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.