Each FBA team member has successfully earned the Federal Retirement Consultant℠ Designation. Listed with FINRA, the FRC℠ designation signifies their depth of knowledge in federal benefits and adherence to the highest ethical standards
Joe Gleason
Certified Federal Retirement Consultant
Hi there! I’m Joe Gleason, a dedicated financial professional based in the Phoenix suburbs. With over two decades of experience, I’ve been passionately guiding clients towards secure and prosperous retirements since 1998. My journey began in a small town in Illinois, where my brother, Thom, and I developed a strong work ethic and a genuine desire to help others.
When I’m not assisting clients, you can find me traveling, enjoying the beach, or riding my bike. I’m also an avid Chicago Cubs fan—go Cubbies! My girlfriend and I share the joys and challenges of raising our blended family of five wonderful kids, 2 dogs, and a cat.
I’ve had the honor of being featured on CBS 5, ABC 15, Fox 10, and Good Morning Arizona on Channel 3, sharing my expertise with a wider audience. Additionally, I co-authored a bestselling book called “The Soul of Success” with Jack Canfield, the renowned author of “Chicken Soup for the Soul.”
Thom Gleason
Certified Federal Retirement Consultant
I grew up on a farm in rural Illinois. Our grandfather used to take Joe and me on sales calls with him to meet the area farmers who wanted his help solving their livestock’s nutritional needs. That is where I developed an interest in helping families and specializing in something that could impact my clients’ lives. I started working in financial services in 1999. I started my business in 2009. The philosophy that has driven my work ethic for over 25 years, is to listen to my clients to determine if there is any way I can help them. Prepare a plan of action. Present the factors that my clients should consider, and guide them through the implementation of the plan. What our grandfather taught us driving down the country roads of northern Illinois all those years ago.
I got married in 2005 and have 2 children. I enjoy traveling and spending time with my family. I am also a music lover!