menu The Gleason Group

our Team

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 your life goals.

  • 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 process and 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.

  • Sakya SchulerDirector of Client Experiences

    Sakya is the Director of Client Experiences here at the Gleason Group. A client service enthusiast with a passion for people, she is our focused leader in all phases of our client experience.

    Sakya brings positive energy, dedication and care to our clients and the community. Ten plus years in financial services and event planning provide her with a unique skill set perfectly suited to help deliver a truly extraordinary experience to our clients.

    Born in southern Indiana and a graduate of the University of Louisville, Sakya loves everything about living in Kentucky. A happily married mother of one wild little boy, she enjoys adventures with her family and is a culinary expert with her own published channel on Apple News. In addition to her many talents, Sakya is our social media savant and technology whiz.

  • 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.

  • Lindsay ManiettaRetirement 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 fiancé Jason. From concerts and hiking to bourbon tastings, she's passionate, positive and always eager to conquer new challenges.

  • Tracy ThomasInsurance & Senior Care Specialist

    Need insurance quotes? Have questions on Social Security? Trying to navigate planning for long term care? Tracy's your gal. She is detail-oriented, charismatic, and goes over-the-top to make sure information is not only shared, but understood. Educating and empowering our clients is her top priority.

    A Certified Senior Advisor (CSA) and graduate of Indiana University's School of Business, Tracy has spent the last six years advising seniors on their insurance coverage options, with a focus on Medicare. Her professional expertise and "teacher mentality" provide us a passionate and trusted advocate solely dedicated to our client's senior care needs.

    In her spare time, you’ll find Tracy swimming at Mary T. Meagher, taking in some live music at Waterfront Wednesday, or hosting a sleepover for her son Brody....that is, unless she's out traveling the globe.

What’s Next: Our Custodians

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