Janiczek® Welcomes New Director of Wealth Management

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Janiczek® Welcomes New Director of Wealth Management
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Janiczek® Welcomes New Director of Wealth Management

Janiczek® is excited to announce that Brian O’Neil has joined the firm’s  Wealth Optimization Team to heighten Janiczek®’s disciplined Evidence Based Investing (EBI) and Strength Based Wealth Management™ (SBWM) platform.

Brian Close-UpBrian graduated from the State University of New York, College at Brockport in 1994 with a Bachelor of Science Degree in Political Science, and in 2004 from Regis University with a Master of Business Administration degree. Prior to working at Janiczek® Brian served as a Senior Advisor for Karsten Advisors from September 2014-October 2015, and with TIAA-CREF Individual Advisory Services (IAS) as a Wealth Management Advisor and Senior Manager from January 1995-September 2014.

Brian has held the designation of Certified Financial Planner (CFP®) since 2001 and his Enrolled Agents (EA) license since 2015.

Brian and his wife Sarah have lived in Highlands Ranch for 15 years and have three daughters; Abby & Caitlin (12), and Meredith (7). In his free time he enjoys attending his children’s activities, golf, running and woodworking.

Cathy Wegner

Cathy Wegner is the Director of New Client Engagements at Janiczek® Wealth Management. Janiczek serves high net worth and ultra-high net worth investors across the country, and has been named among the top, best and most exclusive wealth advisors in the nation multiple times. cwegner@janiczek.com
303-339-4482

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