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. Drawing on Stifel’s wealth planning resources, 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, health, 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, health, 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, issues surrounding estate planning and implementation, risk management strategies, 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 designed to reduce debt and pursue “your dream” of retirement while accumulating wealth.
Mike was named to Forbes’ 2022 and 2024 Best-in-State Wealth Advisors, which spotlights more than 5,000 top-performing advisors. 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 gaining a thorough understanding of your goals and risk tolerance levels and periodic review discussions to address any changes.
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 rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, 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 designed to reduce debt and pursue “your dream” of retirement while accumulating wealth.
Mike was named to Forbes’ 2022 and 2024 Best-in-State Wealth Advisors, which spotlights more than 5,000 top-performing advisors. 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 gaining a thorough understanding of your goals and risk tolerance levels and periodic review discussions to address any changes.
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 rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, 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 discretionary portfolio strategies in the Stifel Solutions Program.
Tim’s wealth management process 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. He has three adult children and two grandchildren. Tim enjoys golf, basketball, traveling, and spending time with his children.
Tim’s wealth management process 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. He has three adult children and two grandchildren. 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. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Samuel A. Gleaves, CFP
Financial Advisor Associate
Samuel A. Gleaves
CFP
CFP
Financial Advisor Associate
3178087340
Sam joined Mainstay Wealth Management Group in 2018. He works with families and young professionals to create wealth management plans and employs investment management strategies tailored to their specific personal and financial goals.
An Indiana native, Sam earned a B.A. in Economics from Indiana University. Additionally, he holds 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. He also holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Sam and his fiancé, Gabby, reside in Austin, Texas. Outside the office, he enjoys golf, staying active, rooting on his beloved Colts and Hoosiers, and spending time with friends and family.
An Indiana native, Sam earned a B.A. in Economics from Indiana University. Additionally, he holds 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. He also holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Sam and his fiancé, Gabby, reside in Austin, Texas. Outside the office, he enjoys golf, staying active, rooting on his beloved Colts and Hoosiers, and spending time with friends and family.
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 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 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, 63, 65, and 66 securities licenses, as well as life and health insurance licenses.
Debbie supports the team with transactions and administrative needs while serving as a liaison between clients and the financial advisors.
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 with transactions and administrative needs while serving as a liaison between clients and the financial advisors.
She is a lifelong resident of Indiana with a variety of interests, but spends the majority of her personal time with 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 assists the team with coordinating their planning needs, 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.
An integral member of the Mainstay Wealth Management Group, Amy assists the team with coordinating their planning needs, 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.
Sandra Eggers
Client Service Associate
Sandra Eggers
Client Service Associate
3178087344
Sandra joined Mainstay Wealth Management Group in 2023 and is new to the financial services industry. Prior to joining Stifel, she worked in the title industry with Near North Title Group, where she was a Licensed Escrow Coordinator. Sandra also worked in customer relations roles at Stanley Security and JC Hart. Sandra not only brings years of client service and administrative experience, but also a kind and welcoming spirit to those around her.
Sandra resides in Fishers, Indiana, with her three adult children. She loves spending time with her family and friends. Outside the office, Sandra enjoys discovering a fresh dining spot, as well as watching a new series on Netflix.
Sandra resides in Fishers, Indiana, with her three adult children. She loves spending time with her family and friends. Outside the office, Sandra enjoys discovering a fresh dining spot, as well as watching a new series on Netflix.