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.”

Founding Partner

Joseph J. Janiczek, MSFS, ChFC

Founding Partner

Direct: (303) 339-4460

James Callahan Headshot
Managing Partner

James B. Callahan, CFA

Managing Partner

Direct: (303) 339-4483

Brady Siegrist Headshot
Partner

R. Brady Siegrist, CFP®

Partner

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.”

Founding Partner

Joseph J. Janiczek, MSFS, ChFC

Founding Partner

Direct: (303) 339-4460

James Callahan Headshot
Managing Partner

James Callahan, CFA

Managing Partner

Direct: (303) 339-4483

Kyle Kersting Headshot
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!”

Brady Siegrist Headshot
Partner

R. Brady Siegrist, CFP®

Partner

Direct: (303) 339-4484
Carole McKeown Headshot
Wealth Strategist

Carole A. McKeown

Wealth Strategist

Direct: (303) 339-4515

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.”

Pamela Dorn Headshot
Director Client Operations

Pamela S. Dorn

Director Client Operations

Direct: (303) 339-4517
Cathy Wegner Headshot
Director of New Client Engagements

Cathy Wegner

Director of New Client Engagements

Direct: (303) 339-4482

WHAT DO WE STAND FOR?

The Janiczek® Ten Commandments

WHAT DIFFERENTIATES US?

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

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 Founding Partner, Joseph Janiczek tells the story of how we came to be:

OUR BEST-FIT CLIENTS

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.

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

OUR MVP PLEDGE

 

All of us at Janiczek® pledge that Janiczek will be a Most Valuable Player (“MVP”) on each client’s team.

Our client on-boarding sessions serve two purposes: 1. reveal opportunities for improving a prospective client’s situation, and 2. provide prospective clients a generous peek at our expertise and personalities. And, the best part may be that all this happens before we’re hired.

That’s right! Before we discuss making our partnership official, you will have all the info you need to make an informed decision. You will know what we offer and how we will work with you.

Our commitment to our clients is second to none! Our MVP Pledge is just one of the ways we demonstrate this every day.

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

If this video describes you, and you seek a firm that 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.

Please review Important Disclosure Information.

*Please Note: The scope of any financial planning and consulting services to be provided depends Read More Here

*Please Note: Please remember that past performance may not be indicative of future results. Different types of investments Read More Here