Jill Gleba is a full-service wealth manager with 25+ years of financial guidance and coaching experience. She has a business degree in Financial Planning from Oakland University and a BS from Wayne State University. Jill has a Series 6 and a Series 63 license and her insurance license includes life, accident, health and variable contracts. Jill also holds the designation of Registered Investments Advisor.

Gleba & Associates specializes in creating retirement plans for business owners, assisting individuals in early retirement and assists lawyers' clients with their special needs, elder care and divorce planning.

Jill is active in the National Association of Women Business Owners (NAWBO), the Troy Chamber of Commerce and is on the board of the Troy Boys & Girls Club.

She and her husband, Bruce, have two children, Michelle and Robert, and a dog, Kahlua. Her hobbies include golf, traveling, reading, and biking.

 

Lorie Heitzer is a certified financial advisor. She acts as Jill's right hand and the works closely with her on the implementation of your financial plan. Lorie handles all of the paperwork and is available to answer your questions regarding your investments and your financial plan. Her background includes nine years of banking experience and she has been with Gleba & Associates, Inc. since 2003.

 

 

Mary Cremean has been with Gleba & Associates, Inc. since August of 2008. If you have ever called our office, you already know Mary! She manages the office and is responsible for all of our client service. Prior to joining Gleba & Associates, Mary worked for years at Chrysler Headquarters. She was also a teacher and swim coach in the Birmingham School District. Mary is the proud (and crazed) mother of two teenage daughter.

 

Tina Bryen is our administrative assistant. She helps us with marketing and keeps the office running smoothly. Besides completing our service team, Tina prepares our newsletter and other communications. She brings 17 years of computer training experience to Gleba & Associates, Inc. and has been with us since 2006.