Our Mission Statement
Simply put, we work for you. Our recommendations and guidance are not influenced by sales quotas, preferred provider lists, or corporate mandates. Our practice is focused entirely on crafting integrated financial and investment management plans to help you, and your family, pursue your unique financial goals.
Mainstay Wealth Management Group
Andrew E. Gleaves, APMA
Senior Vice President/Investments
Andrew E. Gleaves
APMA
APMA
Senior Vice President/Investments
3178087339
Drew has more than 25 years of experience in the investment services industry. He focuses on helping his clients develop comprehensive financial plans that address their retirement goals, educational funding goals, and estate goals. He then helps his clients identify the overall asset allocation, and specific investments, that best conform to their unique goals and objectives.
A lifelong resident of Indiana, Drew earned a Bachelor’s degree in Economics from Indiana University. He is also a graduate of the Comprehensive Wealth Management School of the Cannon Financial Institute at Northwestern University. Drew holds the Accredited Portfolio Management Advisor designation and Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Drew and his wife, Sally, reside in Indianapolis. In his free time, he enjoys weekends at the lake, playing golf, attending concerts and sporting events, and spending time with his four adult children.
A lifelong resident of Indiana, Drew earned a Bachelor’s degree in Economics from Indiana University. He is also a graduate of the Comprehensive Wealth Management School of the Cannon Financial Institute at Northwestern University. Drew holds the Accredited Portfolio Management Advisor designation and Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Drew and his wife, Sally, reside in Indianapolis. In his free time, he enjoys weekends at the lake, playing golf, attending concerts and sporting events, and spending time with his four adult children.
Michael Harlos, CFP
Senior Vice President/Investments
Michael Harlos
CFP
CFP
Senior Vice President/Investments
3178087336
Mike has worked in the investment services industry since 1991. He specializes in retirement planning and wealth management strategies, estate planning and implementation, risk management, and tax-advantaged investment strategies.
Mike strives to build long-term relationships based on integrity, confidentiality, and transparency. He has a visionary approach, which focuses on your overall planning needs while guiding you on a path to reduce debt and pursue “your dream” of retirement while accumulating wealth.
Mike was named to Forbes’ 2022 Best-In-State Wealth Advisors lists, which spotlights more than 5,000 top-performing advisors selected from a pool of 34,925. Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.
Mike earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Mike takes a conservative approach to wealth management, consisting of a thorough and continuous understanding of your goals and risk tolerance levels.
Mike graduated from Ball State University with a B.S. in Accounting. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Mike lives near Lebanon, Indiana, with his wife and two children. Throughout his life, Mike has been community minded and has held various officer and board member positions with several philanthropic as well as other local organizations. He enjoys fishing, spending time outdoors, and watching his children participate in sports.
Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Mike strives to build long-term relationships based on integrity, confidentiality, and transparency. He has a visionary approach, which focuses on your overall planning needs while guiding you on a path to reduce debt and pursue “your dream” of retirement while accumulating wealth.
Mike was named to Forbes’ 2022 Best-In-State Wealth Advisors lists, which spotlights more than 5,000 top-performing advisors selected from a pool of 34,925. Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.
Mike earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Mike takes a conservative approach to wealth management, consisting of a thorough and continuous understanding of your goals and risk tolerance levels.
Mike graduated from Ball State University with a B.S. in Accounting. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Mike lives near Lebanon, Indiana, with his wife and two children. Throughout his life, Mike has been community minded and has held various officer and board member positions with several philanthropic as well as other local organizations. He enjoys fishing, spending time outdoors, and watching his children participate in sports.
Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Tim R. Harris
Senior Vice President/Investments
Tim R. Harris
Senior Vice President/Investments
3178087337
Tim has worked in the investment services industry since 1991. He specializes in retirement planning and wealth management strategies, taxable and tax-advantaged bonds, as well as overseeing our team’s Rising Income 30 and Core Growth 35 discretionary portfolio strategies in the Stifel Solutions Program.
Tim’s wealth management process continually seeks to gain a thorough and detailed understanding of your goals and risk tolerance levels. Through his diligent work ethic, Tim can help you determine and develop time-tested investment strategies, which are periodically reviewed with you and updated as needed.
Tim is a lifelong resident of Indiana and graduated from Wabash College in 1991. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Tim resides in Fishers, Indiana, with his wife and three children. Tim enjoys golf, basketball, traveling and spending time with his children.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Tim’s wealth management process continually seeks to gain a thorough and detailed understanding of your goals and risk tolerance levels. Through his diligent work ethic, Tim can help you determine and develop time-tested investment strategies, which are periodically reviewed with you and updated as needed.
Tim is a lifelong resident of Indiana and graduated from Wabash College in 1991. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Tim resides in Fishers, Indiana, with his wife and three children. Tim enjoys golf, basketball, traveling and spending time with his children.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Cheri L. Jones
Senior Registered Client Service Associate
Cheri L. Jones
Senior Registered Client Service Associate
3178087338
Cheri began her financial services career in 1996 and has helped financial advisors grow their business for more than 25 years. In 2009, she joined City Securities, which was acquired by Stifel in 2017.
Cheri’s team focused approach helps ensure the office is running efficiently. She works closely with our team and clients, focusing on anticipating and addressing their ever-changing needs. Cheri assists in advisory and traditional account establishment as well as a vast area of administrative transactions. She believes that cultivating client relationships is a vital aspect to our team’s philosophy. She earned a B.S. in Business from Indiana University and holds Series 7, 63, and 66 securities licenses.
Cheri is a lifelong resident of Indiana and resides in Pendleton with her husband and two children. Cheri loves spending time with her family and friends and enjoys camping, photography, and animals.
Cheri’s team focused approach helps ensure the office is running efficiently. She works closely with our team and clients, focusing on anticipating and addressing their ever-changing needs. Cheri assists in advisory and traditional account establishment as well as a vast area of administrative transactions. She believes that cultivating client relationships is a vital aspect to our team’s philosophy. She earned a B.S. in Business from Indiana University and holds Series 7, 63, and 66 securities licenses.
Cheri is a lifelong resident of Indiana and resides in Pendleton with her husband and two children. Cheri loves spending time with her family and friends and enjoys camping, photography, and animals.
Debbie Powell
Registered Client Service Associate
Debbie Powell
Registered Client Service Associate
3178087342
Debbie began her financial services industry career in 2000 and joined Mainstay Wealth Management Group in 2014. She holds Series 7, 65, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Debbie supports the team through processing various transactions, administrative, and trading needs all while serving as a liaison between you and your financial advisor. She is a lifelong resident of Indiana with a variety of interests, but spends the majority of her personal time with family.
Debbie supports the team through processing various transactions, administrative, and trading needs all while serving as a liaison between you and your financial advisor. She is a lifelong resident of Indiana with a variety of interests, but spends the majority of her personal time with family.
Samuel A. Gleaves, CFP
Financial Advisor Associate
Samuel A. Gleaves
CFP
CFP
Financial Advisor Associate
3178087340
Sam joined the Mainstay Wealth Management Group in 2018. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
An Indiana native, Sam earned a B.A. in Economics from Indiana University Bloomington. He also holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Sam resides in Indianapolis and coaches youth football at Immaculate Heart of Mary. Outside the office, he enjoys playing sports, traveling, and spending time with friends and family.
An Indiana native, Sam earned a B.A. in Economics from Indiana University Bloomington. He also holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Sam resides in Indianapolis and coaches youth football at Immaculate Heart of Mary. Outside the office, he enjoys playing sports, traveling, and spending time with friends and family.
Amy S. Newman
Client Service Associate
Amy S. Newman
Client Service Associate
3178087343
Amy began her financial services career in 1993 and joined Stifel in 2017. Prior to joining Stifel, she served as Team Lead of Operations and Accounting for Renaissance, focusing on charitable remainder trusts. She also worked for McDonald Financial Group and Merrill Lynch.
An integral member of the Mainstay Wealth Management Group, Amy prides herself on delivering outstanding client service. She assists the team with paraplanning, marketing, and conducting daily office operations. She leverages her vast knowledge of processes, procedures, and operations to address client inquiries in a timely manner.
Amy earned a B.S. in Business Management from Indiana University. Passionate about philanthropy and serving her community, she volunteers with PSI IOTA XI, a philanthropic sorority, where she has also served as vice president and treasurer.
Amy lives in Lebanon, Indiana, with her husband and has three adult children and two grandkids.
An integral member of the Mainstay Wealth Management Group, Amy prides herself on delivering outstanding client service. She assists the team with paraplanning, marketing, and conducting daily office operations. She leverages her vast knowledge of processes, procedures, and operations to address client inquiries in a timely manner.
Amy earned a B.S. in Business Management from Indiana University. Passionate about philanthropy and serving her community, she volunteers with PSI IOTA XI, a philanthropic sorority, where she has also served as vice president and treasurer.
Amy lives in Lebanon, Indiana, with her husband and has three adult children and two grandkids.