Our Team

Our Team

In 1998, Joe Wietecha founded Lexington Financial and in 2001, he was joined by Scott Luther and Matt Janicki as Advisory Partners.

Outstanding client service is a cornerstone of Lexington Financial's ongoing success.  We work with families and small businesses, helping them to create an appropriate investment plan, save on taxes, prepare for retirement and minimize the threats to personal and business assets. Through conversation, process and understanding, we help you manage your financial affairs according to your unique financial needs and objectives. We also differentiate ourselves by communicating with our 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 our client.

You can learn more about individual team members by clicking on their photo.

Joseph M. Wietecha III

CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner

Joe has more than 24 years of experience in the financial services industry and specializes in the areas of comprehensive financial planning, wealth management, estate planning and tax minimization strategies.

Raised in Warren, MI, Joe served in the U.S. Marine Corps before graduating with honors from Campbell University and earning his master's degree in Finance from Walsh College. He has combined his education, natural optimism, passion for financial planning and desire to help others, helping to make the world of saving and investing less complicated for his clients. 

Joe’s business vision is to develop clarity and confidence in the financial lives of his clients, enabling them to pursue their goals and dreams. His personal values drive him to go the extra mile and foster positive, productive relationships with others. He is enjoying his life journey and hopes to enable his clients to do the same with wise financial planning.

When not helping others with their finances, Joe enjoys spending time with his family. His life-long commitment to personal growth and development is evident in his varied interests. Most recently, Joe has achieved the Distinguished Toastmaster designation through Toastmaster International and travelled abroad with his family for an immersive opportunity as he continues to learn Spanish. Joe also completed a marathon in Wisconsin, making it the 10th state he has run in, putting him closer to his goal of completing a marathon or triathalon in every state.

Joe lives in Bradenton, FL with his wife Kim, and his two teenage children (Ellie & Joey,), but frequently travels to Michigan to consult with his clients there.

His certifications, registrations, and memberships include:

  • CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Plans Specialist
  • Chartered Retirement Planning Counselor
  • Member of the Financial Planning Association
  • 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)

Richard A. Bores

MBA & Investment Advisor Represenrtative

After retiring from the Army in 1993, Richard Bores began his career in the financial services business by opening the first Edward D. Jones office in Sarasota, Florida. Richard spent ten years with Jones rising to Regional Leader for the firm, before becoming an Independent Financial Advisor with Commonwealth Financial Network. In 2018, Richard celebrated his 15th year with Commonwealth before merging his practice with Joe Wietecha here at Lexington-Financial.

 

Richard’s primary goal throughout his 25 year career has been to do what is right by his clients. Accordingly, he seeks to provide continuity of service for his clients while finding more free time to be with his family in Richmond, Virginia.  His choice to merge with Lexington Financial demonstrates his desire to see that his clients will be in good hands while he transitions to the next phase in his life. In the long term, Richard is planning his retirement to spend more time with his wife of 32 years, Betsy and their family.

 

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.