Who We Are

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Who We Are
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MEET OUR FOUNDER & MANAGING DIRECTORS

“Our goal at Janiczek is to make you feel like you are our only client.”
“Our Enterprise Leadership Team is about building a vibrant enterprise that has the right people, doing the right things right, at all levels. Our foundation is built on unquenchable desire to unleash the human potential of clients and team members with an unwavering commitment to integrity.”

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Founder & CEO

Joseph J. Janiczek, MSFS, ChFC

Founder & CEO

Direct: (303) 339-4460

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Managing Director of Investments & Chief Investment Officer

James B. Callahan, CFA

Managing Director of Investments & Chief Investment Officer

Direct: (303) 339-4483

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Managing Director, Wealth Management

R. Brady Siegrist, CFP®

Managing Director, Wealth Management

Direct: (303) 339-4484

MEET OUR TEAM LEADERS

Investment Management Team Leaders
“There’s not a lack of investment talent, research, vehicles and technology in the world…the challenge is sifting through all of the options and complexities to build a rock-solid, well managed portfolio that fits your needs and circumstances while prudently being tweaked for the prevailing, ever-changing and often emotionally high-jacked investment climate. This is the objective of our Investment Management Team.”

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Founder & CEO

Joseph J. Janiczek, MSFS, ChFC

Founder & CEO

Direct: (303) 339-4460

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Managing Director of Investments & Chief Investment Officer

James Callahan, CFA

Managing Director of Investments & Chief Investment Officer

Direct: (303) 339-4483

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Manager, Client Operations

Pamela S. Dorn

Manager, Client Operations

Direct: (303) 339-4517
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Director, Investments

Kyle Kersting, CFA

Director, Investments

Direct: (303) 339-4518

Wealth Optimization Team Leaders
“Recognizing that the root of most investment and financial mistakes is a lack of strength-measuring and strength-building guidance, we pioneered methods and systems of optimizing wealth. We have 28 patent claims allowed and counting. We have hundreds of other proprietary trade secret methods at our fingertips. It’s all about clarity, direction and a genuine sense of security and confidence…we continually strive to help clients achieve all four!”

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Director, Wealth Management

Brian O'Neil, CFP® MBA

Director, Wealth Management

Direct: (303) 339-4512
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Managing Director, Wealth Management

R. Brady Siegrist, CFP®

Managing Director, Wealth Management

Direct: (303) 339-4484
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Wealth Strategist

Carole A. McKeown

Wealth Strategist

Direct: (303) 339-4515
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Wealth Strategist

Matthew Gray

Wealth Strategist

Direct: (303) 339-4516

Operations Team Leaders
“Our Operational Team focus is on making certain we are a highly capable, functional and resourceful organization that seeks to be as specific and proactive as possible yet stands nimble and ready to course-correct and respond with conviction when necessary.”

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Director of Community Affairs

Kristi Yablonski

Director of Community Affairs

Direct: (303) 339-4511
sengel@janiczek.com
303.339.4510
Lead Facilitator

Susan Engel

Lead Facilitator

Direct: (303) 339-4510
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Director of New Client Engagements

Cathy Wegner

Director of New Client Engagements

Direct: (303) 339-4482

WHAT DO WE STAND FOR?

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The Janiczek® Ten Commandments

WHAT DIFFERENTIATES US?

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While we believe Wall Street and global financial institutions, large and small, could greatly serve and benefit individual high and ultra-high net worth investors, we think a disconnect occurred that has made it terribly difficult to decipher between the wheat and chaff.

Simply put, we determined that individual investors need the confidence that comes from a competent professional intermediary – who can fully and consistently deliver on five standards of excellence – to filter through the noise, hype, data and emotion to serve them:

5 STANDARDS of EXCELLENCE

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Fiduciary

Legally bound to do what is in their best interest 100% of the time

Fee-Only

No selling of products, or earning of commissions

Full Disclosure

No undisclosed arrangements

Full Breadth

No narrow scope limiting the advisor’s perspective – our Evidence Based Investing and Strength Based Wealth Management is our full breadth approach

Free Agency

No proprietary products, we offer comprehensive access to broad offerings globally

These “Fundamental-Five,” standards enable us to act like your personal CFO (Chief Financial Officer), seeking to constantly do what is in you and your family’s best interest to preserve and grow your wealth. We take care of the details while we periodically review results and check in with you to maintain alignment.

OUR STORY

Watch as our Founder and CEO, Joseph Janiczek tells the story of how we came to be:

{ Our Long Tradition of
Excellence* }

Financial Advisor RIA Survey & Ranking 2016
Best of Greenwood Village 2016
Advisory HQ 2016 Top Rated Wealth Manager
Financial Times Top Financial Advisers 2015
Five Star Wealth Manager 2015
Five Star Wealth Manager 2016
Barron's Top Avisors 2015
Barron's Top Avisors 2014

OUR BEST-FIT CLIENTS

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We believe it is important to define who our ideal clients are as a way of describing who we are. Our best-fit clients are typically accomplished business leaders who are what we would call “engaged-delegators.”

An engaged-delegator is one who is engaged and aware at the high level planning and review stage. And when it comes to the day-to-day details, they have the confidence and trust to delegate and allow us to handle the complexities.

Watch our team describe who our best-fit clients are:

If this video describes you, and you seek a firm who specializes in high or ultra-high net worth investment or wealth management services, let’s talk.

Schedule a face-to-face meeting or telephone conference with one of our expert team members today. Dial 303-721-7000.

OUR MVP PLEDGE

We make a serious pledge to every client that is at the very root of who we are at Janiczek®. We pledge to be an MVP (Most Valuable Player) on your team that ups everybody’s game (yours, and each member of your talented trusted advisor team).

In fact, we are so committed to our pledge, it explains why we are selective about who we accept as clients. Yes, our initial Discovery Session, Gap Analysis & Remedy Session and Focus Sessions are designed to help you pinpoint opportunities for improvement and get a true taste of our expertise, personalities and table-side manner before officially hiring us…but that is not the full story.

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These productive get acquainted sessions also help us get to know you and verify that we have a compatible, synergistic chemistry. This chemistry is a very important ingredient we need to foster excellence in setting and reaching your goals. Don’t worry; we are not temperamental, judgmental or unreasonable in this regard. It’s all about setting each other up for success. The level of commitment we take with each client relationship is truly significant and it is our responsibility to help you be an accomplished steward of wealth. That is why we offer our MVP Pledge.

Listen to a few of our team members discuss our MVP Pledge:

If this video describes you, and you seek a firm who specializes in high or ultra-high net worth investment or wealth management services, let’s talk.

Schedule a face-to-face meeting or telephone conference with one of our expert team members today. Dial 303-721-7000.

*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek & Company, Ltd. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek & Company, Ltd. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Janiczek & Company, Ltd.), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek & Company, Ltd. To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Janiczek & Company, Ltd. is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Janiczek & Company, Ltd. client, please remember to contact Janiczek & Company, Ltd., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Janiczek & Company, Ltd. current written disclosure statement discussing our advisory services and fees is available upon request.

TM & Copyright 2016, Janiczek & Company, Ltd. All rights reserved.