menu The Gleason Group

Our Story

Ever since I was a kid I’ve known I wanted to be a financial advisor. It was a natural fit as I’ve always had a passion for business and helping people. So naturally, what better way to start my professional career than as… an accountant? I know, it’s not sexy, but hang with me.

I began my career at PwC, one of the most highly respected accounting firms in the world. I was able to work with exceptional people and learn a great deal about life and business. After five great years, I followed my passion to become a financial advisor by joining Merrill Lynch in 2001.

In April 2008 I married my best friend and love of my life, Andrea- best decision I ever made. In 2009 I joined Hilliard Lyons where I met Diane Johns, and together, we became one of the most successful advisory teams at the firm. Yet there was so much more we wanted to provide for 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. A numbers nerd at heart, I’ve learned that being a valuable advisor is really not about the stock market at all. It’s about you. It’s about listening and understanding your concerns, your motivations, goals and dreams…in short, your life. At the Gleason Group, we’re breaking the mold by delivering comprehensive financial advice in a way that you not only can clearly understand and relate to, but frankly, enjoy.

How do we do it? It starts with a clear vision: Enriching Lives. Enriching lives is about much more than money; it’s about a fundamental desire to help you live your ideal life. Whether it’s helping save you time, simplify, travel, or spend more time with your family, we’re all in. To some it’s a job, but to us, it’s our calling…our reason for being. We literally get out of bed each day with a fanatical passion to make our 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. We’ve learned 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 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. I’m proud to say our people are by far our greatest asset. Since founding our firm, we’ve added three rock stars in Sakya Schuler, Lindsay Manietta and Tracy Thomas, each with their own unique talent and expertise. At our core, we’re a hard working family 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.


OUR VISION

Enriching Lives. 

At the Gleason Group, we’re fanatical about enriching your life. Whether it’s helping put your child through college, providing care for a loved one, planning a special trip or simply serving you a warm cup of coffee prepared exactly how you like it, 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.

OUR MISSION

Helping People.

Simply put- we exist to help people.  We believe the value of our lives is determined by 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.

OUR PRINCIPLES

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!

What’s Next: Our Team

Every journey starts with a single step