Barb Gleason

My name is Barbara Gleason, and I’ve spent the last 25 years as a physical therapist, working in acute care, inpatient rehabilitation, and management. While PT was incredibly rewarding, I felt it was time for a new path. My interest in personal finance grew over the years as I enjoyed reading finance books and helping friends with their taxes, which led me to pursue a career in financial planning.

I completed the Executive Certificate in Financial Planning at Old Dominion University, where I met Mike—and the rest is history! I’m now excited to be part of the team at Ideas by Mike and plan to take the CFP® exam in March 2025.

I’m passionate about helping people, especially those who may feel overwhelmed by financial concepts. I believe everyone deserves to feel confident about their financial future, and I strive to create a comfortable, judgment-free space for clients to ask questions and learn.