We are a team, passionate about our craft and enthusiastic about your life.
We are experienced professionals who serve with focus and dedication.
We want to be the only financial advisory team you’ll ever need.
Gavin Gleason, CPAPresident & CEO
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 light-hearted enthusiasm with a determined pursuit of enriching your life.
Andrea Gleason, CPAChief Compliance & Financial Officer
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 Manietta, CPFAFinancial Advisor, Retirement Plan Specialist
Lindsay is the Retirement Plan Specialist here at the Gleason Group. She possesses a wide array of talent, skill and technical expertise with a laser focus on retirement plans. A Bellarmine University Graduate with a degree in Actuarial Science, Lindsay blends her passion for people and process into a reliable, seamless, Zen-like experience for our clients.
Having worked for industry leaders Mercer and ADP provide Lindsay an inside perspective on 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.
Ava Jackie, CFP®Financial Planner
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, excellent people skills...and 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 to her to help you set meaningful and measurable goals, prioritize what's most important, eliminate non-essentials 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.
Diane JohnsClient Service Specialist
Diane is the Client Service Specialist here at the Gleason Group. Her 25+ years of experience in financial services provide a deep knowledge and understanding of the logistics and regulatory processes to ensure we provide quick, accurate responses to your every need. Like Jimmy John's, our clients would happily attest Diane's response time is "so fast it's freaky."
Calm under pressure, Diane keeps everyone organized and on point. A consummate professional, when it comes to reliability, speed and accuracy, there is simply no one better.
Diane is a lifetime Louisville resident and a University of Kentucky graduate. A happily married mother of two, Diane is fanatical about her Kentucky Wildcats. She enjoys walking and an occasional glass of wine in her spare time.