Josh Gleason has worked for Mike Cunningham since January 2018. Josh oversees different aspects of business operations including client database management, technology support, and the day-to-day tasks of client support. In addition to these duties, Josh helps with financial planning and analysis. Josh strives to make the database and processes as flawless as possible so we can take care of our clients in a seamless and consistent manner.
Josh Gleason holds the Series 7 and 66 securities registrations through LPL Financial. Josh earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning®. He obtained his Bachelor of Science in Business Administration degree in Marketing from Oklahoma State University in 2015.