The Gleason Group
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In a world that is increasingly and unnecessarily complex, we focus on what’s true, what matters, and what works. You have one life to live. One legacy to leave.
Our role is simple:
Help you live by design, not by default. We help make the most of both.
10/01/2026
It’s National Coffee Day every day at Gg! Good advice. Great coffee. Meetings are better with both.
09/30/2026
🎉 Meet Carol-Ann, our newest Wealth Planner! A graduate of Western Kentucky University's Personal Financial Planning program, she's a wonderful addition to our team & we can't wait for you to meet her ✨
09/22/2026
One more reason to schedule your annual review... your gift is waiting! ✨
09/12/2026
Please join us in welcoming our newest team member, Michelle! 🎉As a CPA, Michelle brings extensive experience in financial accounting, reporting, and audit to her role as our Client Operations Specialist. We're excited to have her on the team!
09/08/2026
🎉 Happy Birthday, Lindsay! 🎉
Today we're celebrating one of the most talented, dedicated, and passionate members of The Gleason Group team.
Wishing you a wonderful day filled with celebration, cheesecake, live music, and all your favorite things! 🎂✨💗
09/07/2026
Happy Labor Day from The Gleason Group!
08/21/2026
Things We’ve Perfected: Financial Life Management + Relaxing by the Pool 🍹
08/13/2026
Luck is what happens when preparation meets opportunity. 🍀 Our NextGen meetings help with both! 🚀
08/08/2026
The best back-to-school investment isn't always something that fits in a dorm room. It's having a plan. 🎓🥂 Cheers to the next chapter!
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Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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