You have one life to live. One legacy to leave. At the Gleason Group, we help you make the most of it. In a world where financial issues are increasingly and unnecessarily complex, we help you figure out what’s true, what matters and what works.

Business Development

Consulting

Finance

Health & Wellness

Personal Finance

The Gleason Group

Gavin Gleason

Ben Doninger

Angie Schmitt

Trey Thieneman

Maggie Young

Stephanie Kelley

Lindsay Manietta

Andrea Gleason

This department is responsible for managing client relationships and delivering comprehensive financial planning and advisory services.

Client Services

The Gleason Group

Org chart

Teams

Client Services

Offices

The Gleason Group

Org chart

Teams

Client Services

Offices

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