Ever since I was a kid I’ve wanted to be a financial advisor. It was a natural fit as I’ve always had a passion for helping people. So what better way to start my professional career than as… an accountant? OK, it’s not sexy, but hang with me…
I began my career at PwC where I’m grateful to have worked with incredible people and learn a great deal about life and business. After five great years, I followed my passion to become a financial advisor, joining Merrill Lynch in 2001. In 2008 I married my best friend and love of my life, Andrea. The following year I joined Hilliard Lyons where I met Diane, and together, we became one of the most successful advisory teams at the firm. Yet there was so much more we wanted to provide to our clients. So after a year of careful planning, Diane, Andrea and I took a leap of faith and officially formed The Gleason Group.
The Gleason Group is founded on a simple, powerful idea: Financial advice should be focused on your life, not the market. We’re laser focused on understanding your concerns, motivations, goals and dreams. While you can’t always choose the path you walk in life, you can choose the manner in which you walk it. At the Gleason Group, we’re here to help make your walk in life a confident, fun-filled and meaningful one.
How do we do it? It all starts with a clear vision: Enriching your life. You have one life to live, one legacy to leave. Our mission is to help you make the most of it. Enriching your life is about much more than money; it’s about a fundamental desire to help you achieve the highest possible return on every precious moment. To some it’s a job, but to us, it’s our calling…our reason for being. We wake up every day with a burning desire to make your life awesome.
We’ve learned a lot over the years and have woven these lessons into the fabric of our company. We’ve learned the most precious resource we have on this earth is time…so let’s make it count. That experiences outweigh material things. That travel makes us more interesting, insightful and accepting…and is a pursuit worth saving for. We’ve learned that small acts of kindness have an enormous impact on others. And that the work we do can change 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.
I’m proud to say that, by far, our greatest asset is our people. Since founding our firm, we’ve added four superstars in Lindsay, Tracy, Kathy and Laura. Each with their own unique talent and expertise. At our core, we’re a hard working family with more than 150 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, our fundamental desire is to help you live an inspired life. Embracing the lessons from your past, actively managing the miracle of each moment, and igniting the limitless possibility of tomorrow. We’re fanatical about helping you achieve the highest possible return on every precious moment of your life. Whether it’s helping put your child through college, providing care for a loved one, planning a special trip or simply enjoying retirement, 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 help people every day in a variety of ways including setting meaningful and measurable goals, prioritizing what’s most important, eliminating non-essentials, evaluating real trade-offs, removing constraints, creating buffers, setting boundaries where needed to reduce stress and being prepared for the unexpected. At the Gleason Group, we believe the value of our lives is determined by what we do for others. You have one life to live, one legacy to leave. Our mission is to help you make the most of it. To some it’s a job, but to us, your life is our passion.
What We Believe.
- Be Radically Authentic
- Work Hard & Have Fun
- Experiences Beat Stuff
- Passion Upgrades Life
- Learn & Grow, Always
- Make Every Day Count
- Simple is Better
- Respect & Encourage
- Embrace Change
- Be Grateful & Kind