An overhead view of a rowing team.

Our team

Your life is our passion.

Gavin Gleason

President & CEO

Andrea Gleason

Chief Compliance & Financial Officer

Lindsay Manietta

Financial Advisor, Director of Retirement Planning

Ava Nivens

Financial Advisor, Chief Investment Officer

Angie Schmitt

Director of Client Services

Ben Doninger

Financial Advisor, Director of Financial Planning

Kayla Murphy

Director of Client Experiences

Maggie Young

Director of Operations

Sherrie Daniel

Director of Family Office Services