Your life is our passion.
Gavin is the CEO and founder of The Gleason Group. He is our passionate visionary and thought leader, combining a CPA’s attention to detail with an entrepreneur’s high-level passion and enthusiasm. Gavin is known for his frank, authentic advice and his ability to communicate complex situations simply and clearly. A CPA and graduate of Miami University In Oxford, Ohio, Gavin has worked at prestigious financial services firms such as PricewaterhouseCoopers, Merrill Lynch and Hilliard Lyons. He brings a wide array of education and professional experience to our clients and our business. A happily married father of three, Gavin understands there is more to life than watching the markets. He blends a lighthearted enthusiasm with a determined pursuit of enriching your life.
Andrea is the Chief Compliance and Financial Officer here at The Gleason Group. Pragmatic and level-headed with a get-it-done attitude, she is our guru on our path to regulatory nirvana. A CPA and graduate of the University of Louisville, Andrea has more than 15 years of financial service experience at world-class companies including PricewaterhouseCoopers and Ventas. Her attention to detail and insistence on excellence is visible throughout our organization. Andrea is a happily married mother of three who enjoys spending time with her family, long walks, beach vacations, and Pinterest. A fashionista with impeccable taste, Andrea is also our resident interior designer and Chief of Style.
Lindsay is a Financial Advisor and the Retirement Plan Specialist here at The Gleason Group. A Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CFPA), she possesses a wide array of talent, skill, and technical expertise... and currently leads the Gleason Group in advance designations. A Bellarmine University graduate with a degree in Actuarial Science, Lindsay is a lifelong learner who blends her passion for people and process into a reliable, seamless, Zen-like experience for our clients. Working for industry leaders Mercer and ADP provided Lindsay an inside perspective on financial planning and the retirement industry. Her vast industry knowledge and relentless attention to detail are a huge asset to our team and an invaluable resource for our clients. A transplant to Louisville, Lindsay enjoys exploring all the city has to offer with her husband Jason. From concerts and hiking to bourbon tastings, she’s passionate, positive and always eager to conquer new challenges.
As a Certified Financial Planner (CFP®) professional, Ava brings a wealth of knowledge and professional experience to the core of our existence: financial life planning. Ava is a Murray State University graduate with a degree in Finance. She uses her passion for helping people and attention to detail to help our clients make better financial decisions and live happy, fulfilled lives free from worry about money. Having previously served as a portfolio management associate and barista at Starbucks, Ava brings with her vast investment knowledge and excellent people skills...and she massively upgrades our premium coffee, Frappuccino and Cappuccino game, which allows us to further enhance our mission of providing you the ultimate client experience. Her deep-seated need to create a plan for everything allows her to help you set meaningful and measurable goals, prioritize what’s most important, eliminate nonessentials and evaluate real trade-offs. A Louisville native, Ava enjoys University of Louisville football tailgates and games, concerts, kayaking, karaoke nights and keeping up with the latest reality TV shows. She likes her coffee with coffee and bourbon with bourbon.
Angie is the Director of Client Services here at The Gleason Group. With over 20 years of experience in the Long-Term Care field as a Human Resources Professional, Angie is a consummate professional with a passion for helping people. Along with her professionalism and positive demeanor, Angie brings a desire to provide accurate, attentive, top-notch service at every turn. Angie was born and raised in West Virginia but has called Louisville home for nearly 30 years. She is a graduate of Marshall University with a degree in Business Administration. A happily married mother of three daughters, Angie loves attending sporting events and spending time with her family and friends. The beach is her happy place, and she is an avid dog lover who is not ashamed to admit that she may watch a few too many Hallmark movies.
Ben is the Director of Financial Planning here at the Gleason Group. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Student Loan Professional (CSLP®), he uses his extensive knowledge to serve our clients and their families in a variety of financial planning areas. He earned an undergraduate degree in marketing, as well as an M.B.A. from the University of Louisville. Dedicated to exceptional client service, he helps further the Gleason group’s mission of a gold standard client experience. He pairs his passionate curiosity to learn the nuances of wealth management with his industry experience to build financial planning strategies to guide our clients toward meeting their goals. Ben is a Louisville native, an avid sports fan, and enjoys spending time with friends, family, and vacationing in Michigan with his wife Sara, daughter Lyla, and dog Winnie.
Kayla is the Director of Client Experiences here at The Gleason Group. A doer with a fundamental desire to help others make her the ideal leader when it comes to ensuring we deliver extraordinary service at every opportunity. Kayla is the consummate professional and an organizational expert. She keeps our team, and our clients, focused and happy. Kayla is a University of Louisville graduate with a degree in Marketing and Communication. In her spare time, Kayla’s been known to enjoy a little retail therapy as well as a few Netflix rom coms. She loves to travel and spend time with her family and is an avid basketball fan, supporting the Louisville Cardinals.
Maggie is the Director of Operations for The Gleason Group. With over seven years of experience in audit and compliance, Maggie has a desire to ensure operations are performed according to regulatory standards. She uses her strong attention to detail and problem-solving attitude to identify ways to positively impact our clients’ lives, the overall client experience and the company itself. Maggie is a graduate of the University of Louisville with a degree in Accounting. Her intense organizational skills and ability to work well under pressure allow her to juggle multiple high-priority tasks and ensure each are completed according to the highest standards. Maggie is a loyal and trustworthy individual who strives to make a measurable and impactful difference. A lifelong Louisville resident, Maggie is happily married to her high school sweetheart, Kevin, and finds her greatest joy in their daughter, Blakely. She enjoys UofL sporting events with family and friends, dreaming up her next DIY project, trying new recipes and catching up on the latest episodes of Bravo reality shows.
Sherrie joined The Gleason Group in a newly created role as the Director of Family Office Services. A CPA and graduate of Carthage College with a degree in Accounting, Sherrie has more than 15 years of financial knowledge and professional experience at a wide range of industries starting with PricewaterhouseCoopers. Her love for organizing and her attention to detail help our clients streamline their personal financial data into comprehensive monthly financial reports. Born and raised in Wisconsin, Sherrie has called Louisville home for the past 11 years. She is happily married to her husband, Craig, and is finding joy watching her two boys spread their wings after leaving the nest these last few years. You will find her reading, walking their 2 Golden Retriever pups, planning her next beach vacation, or dinner out with friends. Sherrie’s family may be cheering on the Packers, but she does not own a cheese head... yet.
Kristina is the Chief of Culture for The Gleason Group. She uses her years of marketing experience and genuine love for people to help us celebrate all the things that make us who we are. Kristina graduated from the University of Kentucky (Go Cats!) with a Degree in Integrated Strategic Communications, or as she puts it “a long-winded way to say Advertising.” Her experience working with ad agencies and running social media for major brands makes her a perfect fit to lead both our marketing efforts and company culture. With her fun-loving and positive attitude, she infuses our online presence with real-life personality to showcase our team and our clients. Kristina spends her free time with her husband Rudy, trying out new recipes she found on Instagram, or spending *way* too much time watching Bravo.