Our Team Leaders

Interact with Our Highly Talented & Experienced Team To Truly Experience the Janiczek® Difference.

Meet our Founder & Managing Partners

“Our goal at Janiczek is to make you feel like you are our only client.”

“Our Leadership Team is about building a vibrant enterprise that has the right people, doing the right things right, at all levels. Our organization is built on the unquenchable desire to unleash the human potential of clients and team members with an unwavering commitment to integrity.”

Joseph J. Janiczek, MSFS, ChFC
CEO

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Kyle Kersting, CFA, CAIA
Managing Partner | Investment Management

Meet our Team Leaders - Investments

Portfolio 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.”

Joseph J. Janiczek, MSFS, ChFC
CEO

Kyle Kersting, CFA, CAIA
Managing Partner | Investment Management

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Matt Morehead, JD, CEBS
Managing Director | Wealth Management

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!”

R. Brady Siegrist, CFP®
Managing Partner | Wealth Management

Matt Morehead, JD, CEBS
Managing Director | Wealth Management

Carole A. McKeown, FPQP
Wealth Strategist

Justina Pearman, CFP®
Wealth Strategist

Brendan White, CFP®
Investment Strategist

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.”

Courtney Townley
Director | Business Operations

Cathy Wegner
Director | New Client Engagements

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Have more questions?

Speak directly with Cathy Wegner, Director | New Client Engagements, who has extensive experience answering immediate questions.

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