Joseph G. Michaletz, AIF®
President, Chief Investment Officer
Joe Michaletz is the President and Chief Investment Officer for Discipline Advisors, Inc. and is responsible for planning and implementing the investment strategies for the firm. A twenty year veteran of the financial services industry, Joe enjoys a passion for studying economic trends, researching various investment strategies and selecting and monitoring private money managers. In March of 2006, he formed Discipline Advisors, Inc. an SEC registered investment advisory firm to offer his patent pending investment system to his clients. Through his unique investment process, he strives to maximize risk-adjusted returns for his clients. Joe graduated with honors from Minnesota State University, Mankato with a Bachelors degree in finance. He holds several security licenses and is also an Accredited Investment Fiduciary®. Joe supports many local charities including the Leave a Legacy Foundation, YMCA Strong Kids Campaign, Schola Foundation and the Mankato Area Catholic School Community. A native of rural Minnesota, Joe, his wife and their three children enjoy many outdoor sporting activities throughout the year. As a private pilot, Joe often flies all over the country to meet with clients.
Naomi Nagy
Vice President, Chief Compliance Officer
Naomi Nagy is Vice President and Chief Compliance officer for Discipline Advisors, Inc. and serves on the firm’s investment committee. A thirty year veteran of the securities industry, Ms. Nagy began her career with a major mutual fund company. After spending 16 years trading fixed income securities for west coast firms, she found new passion in developing advisory business for Transamerica Financial Advisors, where she saw assets under management grow from $35 million to over $700 million during her tenure. Ms. Nagy served as Chairman of the Operations Council for the Financial Services Institute, an organization dedicated to representing the interests of independent broker/dealers. She also served on the board of directors of that organization for two years. Naomi is an avid reader, and enjoys spending time with her two children. Her interest in education has drawn her to volunteering in local schools and libraries and participation in the Fulfillment Fund, an organization that mentors college-bound students from disadvantaged families. She is also an avid supporter of charities dedicated to finding a cure for breast cancer. Naomi graduated from the State University of New York, Albany where she received a Bachelor of Science degree, cum laude, in business administration with a concentration in marketing.
Jodi K. Tomm, CPA, CFP®
Jodi Tomm is an Investment Advisor Representative with Discipline Advisors, Inc. and provides tax and financial planning for high net worth clients. Jodi began her carrer with KPMG where she was promoted to Tax Manager. She also served as Vice President at Resource Bank and Trust in Minneapolis providing investment advice and tax planning to high net worth individuals and trusts. Prior to joining Discipline Advisors, Jodi was a partner in the public accounting firm of Landgraff, Gates & Tomm. Jodi graduated magna cum laude from Minnesota State University, Mankato with a double major in Accounting and Finance and earned her Masters Degree in Business Taxation from the University of Minnesota. She has worked in public accounting for more than 20 years and specializes in individual, fiduciary, estate and gift taxation, and financial planning. Jodi is a member of the Minnesota Society of CPAs, the American Institute of CPAs, the Financial Planning Association and the Institute of Certified Financial Planners. Jodi shares her love of music with her husband and their three children who are very involved in high school and area band and orchestra performances.
Andrew J. Weinhaus
Andrew Weinhaus is the managing member of The Law Office of Andrew Weinhaus, LLC, a Clayton, Missouri based law firm and a legal consultant for Discipline Advisors,Inc. His practice focuses exclusively on estate planning, tax strategies and business succession for closely held entities. Mr. Weinhaus is member of the Missouri Bar Association and the American Bar Association’s sections on Taxation and Real Property & Probate. He serves on the adjunct faculty for Washington University’s graduate tax law program teaching a course on advanced deferred compensation. Mr. Weinhaus is a graduate of Washington University in Saint Louis, Missouri receiving his Juris Doctoris in 1990 and his LL.M. in Taxation in 1998. He practiced in the Tax Department of the Saint Louis office of Coopers & Lybrand, LLP (now PriceWaterhouseCoopers, LLP) where he specialized in the representation of closely held business entities and their owners for tax and wealth transfer planning matters. Mr. Weinhaus left Coopers & Lybrand in 1993 to join the Advanced Underwriting Department of General American Life Insurance Company, a subsidiary of MetLife. For over 10 years, as Vice President of Advanced Sales and Marketing, Mr. Weinhaus was involved in wealth transfer planning and business succession strategies for closely held business entities on a nationwide basis. He is the author of a text on estate planning, Generation-Skipping & Life Insurance, originally published by General American Life Insurance Company in 1995.
Jann Veroeven
Jann Veroeven is the Chief Operations Officer for Discipline Advisors, Inc. Jann joined Michaletz Companies in 1998 after over 11 years of experience as an office manager for local companies. Jann is pursuing her Bachelor of Arts degree in Creative Writing and English at Minnesota State University, Mankato. Jann oversees client relationships for Discipline Advisors and is the key contact when clients have questions regarding their investments. In her spare time, Jann enjoys writing, photography and reading and sharing these passions with her two daughters. She is an avid cyclist, participating in long distance bike rides to raise money for charities including the National MS Society and Habitat for Humanity.
In addition to our home office team, Discipline Advisors, Inc. also has a branch office in the following location:
Fargo, North Dakota, serviced by Perry Kozlowski, ChFC, CLU, an Investment Advisor Representative with Discipline Advisors, Inc. and the founder of Kozlowski Group LLC, a financial solutions provider for individuals and businesses. Perry has over 30 years of experience in varying roles in production, distribution, education and leadership within the financial services industry. Perry serves as a coach and mentor for various youth sports programs and he and his wife are dedicated supporters of their children's athletic and academic endeavors.
