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 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.

  • Maggie YoungDirector of Operations

    Maggie is the Director of Operations for The Gleason Group. With over seven years of experience in audit and compliance, Maggie has a desire to ensure operations are performed according to regulatory standards. She uses her strong attention to detail and problem solving attitude to identify ways to positively impact our clients’ lives, the overall client experience, and the company itself.

    Maggie is a graduate of the University of Louisville with a degree in Accounting. Her intense organizational skills and ability to work well under pressure allow her to juggle multiple high priority tasks and ensure each are completed according to the highest standards. Maggie is a loyal and trustworthy individual, who strives to make a measurable and impactful difference.

    A lifelong Louisville resident, Maggie is happily married to her high school sweetheart, Kevin, and finds her greatest joy in their daughter, Blakely. She enjoys UofL sporting events with family and friends, dreaming up her next DIY project, trying new recipes, and catching up on the latest episodes of Bravo reality shows.

  • Kayla MurphyDirector of Client Experiences

    Kayla is the Director of Client Experiences here at The Gleason Group. A doer with a fundamental desire to help others make her the ideal leader when it comes to ensuring we deliver extraordinary service at every opportunity. Kayla is the consummate professional and an organizational expert, she keeps our team, and our clients, focused and happy.

    Kayla is a University of Louisville graduate with a degree in Marketing and Communication. In her spare time Kayla's been known to enjoy a little retail therapy as well as a few Netflix rom coms. She loves to travel, spend time with her family and is a avid basketball fan, supporting the Louisville Cardinals.

  • Angie SchmittDirector of Client Services

    Angie is the Director of Client Services here at The Gleason Group. With over 20 years of experience in the Long Term Care field as a Human Resources Professional, Angie is a consummate professional with a passion for helping people. Along with her professionalism and positive demeanor, Angie brings a desire to provide accurate, attentive, top notch service at every turn.

    Angie was born and raised in West Virginia, but has called Louisville home for nearly 30 years. She is a graduate of Marshall University with a degree in Business Administration. A happily married mother of three daughters, Angie loves attending sporting events and spending time with her family and friends. The beach is her happy place, she is an avid dog lover and is not ashamed to admit that she may watch a few too many Hallmark movies.

  • 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 Manietta, CFP®, CPFAFinancial Advisor, Retirement Plan Specialist

    Lindsay is a Financial Advisor and the Retirement Plan Specialist here at the Gleason Group. A Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CFPA), she possesses a wide array of talent, skill and technical expertise... and currently leads the Gleason Group in advance designations. A Bellarmine University Graduate with a degree in Actuarial Science, Lindsay is a lifelong learner who 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 financial planning and 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.

  • Tom Teal, CFP®Financial Advisor

    A Certified Financial Planner (CFP®), Tom brings 20 years of experience focused on business creation in the technology space. Tom's passion is helping people and making an impact on the people and community around him. His creative problem solving skills, ability to extract key areas of focus from complex situations, and experience conveying solutions simply and concisely creates valuable peace of mind for clients.

    A graduate from Virginia Tech with a degree in Electrical Engineering, Tom is the odd engineer that combines an analytical mindset with empathy and easy communication. Building strong client relationships and team success are where he finds his professional fulfillment.

    Originally from the East Coast, Tom is a happily married father of two high schoolers. You can catch the family playing beach volleyball together on Louisville’s sand courts. He also enjoys spending time outside, beekeeping, reading, working on old trucks and avoiding his wife’s to-do list while also trying to keep up with her at their local CrossFit gym.

  • Ava Jackie, CFP®Financial Advisor

    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.

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