Our story starts with me as an accountant…hang with me, it gets better. I started my professional career at PwC, one of the most highly respected accounting firms in the world. After five great years, I followed my passion to become a financial advisor and joined Merrill Lynch in 2001.
In April of 2008 I married my best friend and love of my life, Andrea. Best decision I ever made. Andrea’s work ethic, intelligence and grit inspire me to be a better husband, father and advisor every day.
In 2009 I left Merrill to join Hilliard Lyons. It was there where I met Diane Johns, and with her experience and reliability, we became one of the most successful advisory teams at the firm. Yet there was so much more I wanted to provide our clients. So in 2015, after a year of planning, Diane and I left Hilliard, Andrea left her job, and the three of us officially formed The Gleason Group.
The Gleason Group was founded on a simple, powerful idea: Financial advice should be focused on your life, not the market. We’ve learned a lot over the years and have weaved these lessons into the fabric of our company. Life is short, and we believe the most precious resource we have is time…so make it count. We’ve learned that experiences far outweigh material things. That exercise makes us physically, mentally and emotionally stronger, happier and more productive. We’ve learned that travel makes us more interesting, insightful and accepting…and is a pursuit worth saving for. That attitude and critical thinking are just as important as action and hard work. We’ve learned that small acts of kindness have an enormous impact on others and the work we do changes people’s lives for the better.
Lastly, we’ve learned that surrounding ourselves with great people is a must…and a heck of lot more fun. On that note, we added an absolute star in Sakya Schuler as the anchor of our client experience and rounded out our team with two more incredibly talented professionals, Lindsay Manietta and Tracy Thomas. At our core, we’re a hard working team with more than 100+ years combined experience who share a passion for helping people. We’re straightforward, completely committed and absolutely love what we do.
Your Life is Our Passion.
At the Gleason Group, we’re fanatical about enriching people’s lives. Whether it’s helping put your child through college, providing care for a loved one, planning a special trip or simply living your life without worries about money, we’re all in. We bring passion and purpose to what we do every day and strive to make a meaningful difference in the lives of our clients, our families and our community.
Simply put- we exist to help people. We believe the value of our lives is not determined by what we do for ourselves, but rather what we do for others. We help people every day in a variety of ways including listening, organizing, advising, educating, planning, coordinating, inspiring, and celebrating… just to name a few. To some it’s a job, but to us, your life is our passion.
What We Believe.
- Little Things Matter
- Make Every Day Count
- Passion Upgrades Life
- Simple is Better
- Learn Forever
- Gratitude Multiplies Happiness
- Be Radically Authentic
- Experiences Over Stuff
- Embrace Change
- Have Fun!