Jill Gleba

About Jill Gleba

Invest Well. Manage Well. Live Well. Jill Gleba founded Gleba and Associates, an independent financial management firm, more than 39 years ago. She started investing at 12 years old, and she is passionate about teaching the next generation about financial literacy. Jill has two degrees; one from WSU, and the other from Oakland University.After spending many years helping the employees enroll in their 401k/Retirement plans at work, Jill found that many employees did not have any financial literacy training. She wrote the book \"Uncommon Sense: Stories About Saving, Investing, and Everything In Between\" to educate everyday people not only about investing, but how manage their cash flow, careers, and other life decisions. She offers financial literacy courses for company\'s employees, nonprofits, and parent groups in the most practical way. Her podcast \"Uncommon Sense\" was created to expand on these stories and topics to help you navigate life, and for the financially curious.Gleba & Associates, currently managed by her successors Michelle, her daughter, and Moiz, a veteran employee, is recognized as one of the premier firms at Cambridge Investment Research (broker/dealer). Their firm specializes in business retirement plans and helping others become retirement ready. Their goal is to help people create the life they want for themselves, their families, and their employees. Jill had consistently earned many awards that include the Five Star Award through Hour Detroit Magazine and Detroit Monthly Magazine, that rated her in the top 7% of all financial planners in the Metro Detroit area. Jill is a current member of WBENC, and a board member of Furniture Bank.

Experience

1. President Owner

   Gleba & Associates

   Jan 1990 — Present

   Invest well. Manage well. Live well. Our goal is to help you achieve the life you want to live, not the life you have to live, by becoming financially independent. We want to provide you with our coaching, knowledge, ideas, and expertise to help you achieve financial independence. We will make this process simple, track your progress, and motivate you to accomplish your quintessential life.**Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Gleba & Associates are not affiliated.

Education

• Oakland University

  Bachelor of Arts (B.A.), Personal Financial Planning

  1995 — 1997

• Wayne State University

  Bachelor of Applied Science (B.A.Sc.), Guidance and Counseling

  1978 — 1982

Skills

• Life Insurance
• Finance
• 401k
• Small Business
• Strategic Financial Planning
• Financial Services
• Retirement Planning
• Management
• Insurance
• Investments
• Wealth Management Services
• Leadership
• Portfolio Management
• Financial Advisory
• Strategic Planning
• Public Speaking
• Mutual Funds
• Wealth Management
• Disability Insurance
• Long-Term Care