Our Team

Our Team

Joe Wietecha started Lexington Financial in 1998 and has been working with Scott Luther and Matt Janicki as advisory partners since 2001. They work with families and small businesses in several ways, helping them save on taxes, create an income stream for retirement, protect the family or business from an untimely death/disability, and create an appropriate investment plan. They differentiate themselves by communicating with their clients' other advisors, including CPAs, estate attorneys, mortgage brokers, and insurance brokers, to make sure that all professionals are working as one cohesive unit for the benefit of the client. Outstanding client service is another cornerstone of Lexington Financials ongoing success with building client relationships. Click on our photos below to learn more about each member of our team and visit our Contact Us page to send us a message.

Joseph M. Wietecha III

CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner

Joe Wietecha has combined his talent, education, natural optimism, passion for financial planning, and desire to help others into a career where he helps make the world of saving and investing less complicated for his clients.

Growing up in Warren, MI, Joe served his country in U.S. Marine Corps. He earned his B.B.A. at Campbell University, Buies Creek, North Carolina, with honors, and went on to achieve a Master of Science in Finance, from Walsh College in Troy, Michigan. He has been a financial planner since 1994, motivating and helping clients by translating the world of finance into achievable goals.

Joe is passionate about setting and accomplishing goals. His business vision is to help clients develop clarity and focus so they can pursue their goals and dreams and live a rewarding life.

Joe lives in Lakewood Ranch, FL with his wife Kim; daughter, Ellie; and son, Joey, but travels to his headquarters in Michigan frequently to meet with his clients there.

When not helping others with their finances, Joe's hobbies include competing in marathons and triathlons, traveling, and completing items on his “Bucket List.” He believes in life-long education, and currently is enjoying developing his communication and leadership skills through his membership in Toastmasters International. So far, he has achieved his Competent Communicator designation and is almost finished with his Competent Leader.

Those that know Joe, know that his personal values drive him to always go the extra mile, be positive and foster productive relationships with everyone he comes in contact with. He is enjoying his life journey and hopes to enable his clients to do the same with wise financial planning.

As an investment advisor representative of Commonwealth Financial Network, Joe is registered to conduct fee-based financial planning.

His certifications, registrations, and memberships include:

  • CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Plans Specialist
  • Chartered Retirement Planning Couselor
  • Member of the Financial Planning Association
  • FINRA Series 63 registration (Uniform Securities Agent State Law)
  • FINRA Series 7 registration (General Securities Representative)
  • FINRA Series 24 registration (General Securities Principal)
  • Life and Health insurance license
  • Investment Advisor Representative of Commonwealth Financial Network

 

Scott A. Luther

Wealth Management Advisor

In today's turbulent financial environment, people need knowledgeable guidance, as well as innovative and creative solutions. Scott has prided himself on providing that financial knowledge and guidance to his clients, along with excellent service. He understands that people need answers and education regarding investments, taxes, and financial planning, but these answers need to be integrated with the needs, fears, dreams, and emotions of the client. Scott says the biggest reward for him is watching people achieve their financial goals and independence.

Scott's creative side earned him an Associate's degree in Graphic and Commercial Arts. He then attended Oakland University in Rochester, where he studied Business and Economics and obtained his Bachelor's degree. Next, he entered the financial services industry, and he has been helping successful clients for more than 25 years. As an investment adviser representative of Commonwealth Financial Network, Scott is registered to conduct fee-based financial planning in all 50 states.

His registrations, licenses, and memberships include:

  • Member of the Financial Planning Association
  • Member of Lions Club International
  • FINRA Series 6 registration (Investment Company/Variable Products)
  • FINRA Series 7 registration (General Securities Representative)
  • FINRA Series 24 registration (General Securities Principal)
  • FINRA Series 63 registration (Uniform Investment Advisor's Law Examination)
  • FINRA Series 66 registration (Uniform Combined State Law Examination)
  • Investment Adviser Representative of Commonwealth Financial Network
  • Life and Health Insurance license


Scott lives in Romeo, Michigan, with his wife, Lisa and their two children; They enjoy spending time with their family, attending church and traveling. He also enjoys staying healthy and playing golf.

 

Matt Janicki

Wealth Management Advisor

Matt's interest in investing started early in life. With the help of his father, he bought his first stock at age 13. By age 19, he was investing in mutual funds on his own. 

Matt's been asked many times why he chose financial services as a profession. He says it boils down to two basic reasons: one, he enjoys helping people pursue their goals—Matt finds it rewarding to work with clients to develop strategies that help solve their individual problems—and two, his favorite subject throughout school was math.
 
Matt also found that he enjoyed reviewing investment options and crunching numbers, so it just felt natural for him to pass on that knowledge to his clients and help people pursue their financial goals.

Matt's been in business for himself for more than 13 years and has been helping clients manage their own individual financial problems for the past six years. He has also furthered his knowledge by attending Western Michigan University.

His licenses and registrations include:

 

  • FINRA Series 6 registration (Investment Company/Variable Products)
  • FINRA Series 7 registration (General Securities Representative)
  • FINRA Series 63 registration (Uniform Investment Advisor's Law Examination)
  • FINRA Series 66 registration (Uniform Combined State Law Examination)

Anne Filipp

Office Administrator

Anne is our Administrative Assistant.  She joined Lexington Financial in September 2007 and runs the day to day operations in the office.  She assists the advisors in ensuring that all client paperwork is completed and processed properly.  She takes care of scheduling, administrative account issues and many other tasks in order to run an efficient office.

 

Before joining Lexington Financial she worked as a credit counselor and in the banking industry.  Anne has been married to Bill since 1982 and have three successful adult children and one grandchild.  She and her husband are “empty nesters” and love to travel, shop, and play Euchre with their friends.   They currently live in Shelby Township, MI.