Team Members
Joseph M. Wietecha III
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 analysis, and tax minimization strategies. Raised in...
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...
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Bethany Matzke
Office Administrator
Bethany is the administrative assistant for our Bradenton office. She joined Lexington Financial in April 2019 and assists with the operations in the office. She supports the advisors in ensuring that all client paperwork is completed...
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Tara Llerena
Paraplanner
With more than 12 years of experience in the financial services industry, Tara Llerena brings deep knowledge and a client‑first mindset to her role as a Paraplanner. Having worked in both large institutions and smaller independent...
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