• Joined September 2023
• Very family oriented who loves spending time with his wife and two children.
• Enjoys snowboarding, swimming and fishing at the cabin with his family, and going on Disney cruises.
• Avid learner with 15+ years in blue collar work looking to use past life experiences to build relationships and help others reach their goals.

Thomas Gleason is our Client Services Associate. He is responsible for overseeing all administration tasks. He also assists with account management and ensures strong communication channels between our financial advisement team and our clients.