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 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.