Our Team

Joseph G. Michaletz

President, Chief Investment Officer

Joe is the President and Chief Investment Officer for Discipline Advisors, Inc. (“DAI”).  Joe is a 1985 graduate of Minnesota State University, Mankato, where he earned a Bachelor of Science degree in Finance, graduating with honors.  As Chief Investment Officer of DAI, Joe is responsible for planning and implementing the investment strategies for the firm and researching quality replacement properties for 1031 Exchanges. With nearly thirty years in the financial services industry, Joe enjoys a passion for studying economic trends and researching and analyzing various investment strategies and methods. Joe founded Discipline Advisors, Inc., an SEC registered investment advisory firm, in March of 2006, to manage his clients’ investments, using his unique process, to maximize risk-adjusted returns.  As an independent firm, Joe has access to an unlimited offering of financial solutions to assist clients in the management of their wealth.  Prior to founding DAI, Joe was a registered representative and investment advisor representative of Transamerica Financial Advisors, Inc., from 1990 to 2006.

Joe serves on the Board of Directors of First National Bank Minnesota and supports many local charities including the Mayo Health System Andreas Cancer Center, Mayo Clinic – Mankato Health Care Foundation, and the YMCA Strong Kids Campaign. Joe, his wife Christine, and their three children enjoy hobbies that involve sports and the great outdoors.  Joe is also a private pilot, which allows him to fly to client meetings all over the U.S.

Please contact Joe at joem@disciplineadvisors.com.
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JACK J. MICHALETZ

relationship manager

Jack joined Discipline Advisors, Inc. as an Investment Advisor Representative in January 2012.  A 2011 graduate of Minnesota State University, Mankato, Jack received a Bachelor of Science degree in Finance.  Jack started with DAI in 2009 assisting with back-office market analysis and currently holds his Life Insurance license and Long Term Care certification, as well as his Series 7 and 66 Licenses.  As Relationship Manager, Jack understands and anticipates client needs and concerns, and takes a proactive approach to the Client-Advisor relationship.  With a key role on the service team, Jack is dedicated to delivering superb service focused to the specific requirements as defined by each client.

Jack is a member of the Greater Mankato Growth Young Professionals. Jack and his wife, Kate, enjoy a number of hobbies together including spending time with their two dogs and the many friends and family around the Mankato area. An avid outdoorsman, Jack also enjoys hunting, fishing, and watching his favorite Minnesota sports teams, the Vikings and the Wild.

Please contact Jack at jackm@disciplineadvisors.com.
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Nicole roubik

manager Client Services

Nicole manages DAI’s client service team and is responsible for creating a compelling client experience by establishing an environment of premier service throughout the client lifecycle.  Nicole joined Discipline Advisors, Inc. in 2011, and received a Bachelor of Science degree in Mass Communications from Minnesota State University, Mankato, graduating with honors.  Nicole is fully licensed with Series 7 and 66 Licenses.  Working closely with the firm’s clients and advisors, Nicole coordinates her team to provide accurate, timely and effective support in managing the details of client service.

Nicole volunteers her time as a Big Sister in the Mankato area YMCA Brother/Sister Mentor Program. Her hobbies include the outdoors, traveling, and spending time with her friends and family.

Please contact Nicole at nicoler@disciplineadvisors.com.
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BRIDGET OSLUND

ADMINISTRATIVE ASSOCIATE

Bridget is the Administrative Associate for Discipline Advisors, Inc. In this role, Bridget provides invaluable skills in supporting advisors and assisting clients. Bridget joined the firm in 2016 after twenty-one years of experience in the finance and trust industry, supporting fiduciary specialists while managing client relationships. Bridget has also earned her Para-planner designation, which gives her not only highly-earned credentials but also the deep understanding of financial planning core concepts to bring an ever deeper value to our clients.

In her free time, Bridget enjoys sewing, machine embroidery, spending time with family, and has a passion for vintage automobiles.

Please contact Bridget at bridgeto@disciplineadvisors.com.

 

 

 

 

 

Christine michaletz

chief compliance officer

Christine is responsible for overseeing operations of DAI including Technology, Compliance, and Operations.  She manages the firm’s books and records and implements regulatory policies and procedures. Christine is also involved in general office management duties including staff development, managing the firm’s finances, and marketing.  She currently holds her Series 7 and 66 Licenses.

Christine’s personal passions include home improvement projects, creative hobbies, and travel.  Christine and her husband Joe enjoy a variety of activities together and with their three children.

Please contact Christine at christinem@disciplineadvisors.com.
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JANE MICHALETZ

ASSOCIATE OPERATIONS, MARKETING MANAGER

Jane first joined Discipline Advisors, Inc. in 2014 assisting with back-office administrative projects while earning her Finance degree at Minnesota State University, Mankato with a focus in Financial Planning & Insurance. She graduated in 2016, with honors. Her role with DAI involves managing operational and marketing tasks and creating a brand for the firm. Jane enjoys a passion for troubleshooting and driving for efficiency in her work. Jane holds her Series 7 and 66 licenses.

Jane is a classroom volunteer and serves on the Program Committee for Junior Achievement in the Mankato area. Her hobbies also include DIY projects and spending time enjoying the outdoors.

Please contact Jane at janem@disciplineadvisors.com.
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KIM BORST

RECEPTIONIST

Kim is the receptionist for DAI and has been with the firm since August of 2016. Her role involves greeting and welcoming guests, directing phone calls to appropriate team members, and administrative support. Kim, with her admirable positive attitude, is always ready to jump in and help with anything needed to keep the office running efficiently. Kim is a 1990 graduate of Minnesota State University, Mankato, where she studied Interior Design, Textiles, Clothing, and Art. She’s spent many years in the home improvement industry where she assisted clients in enhancing their humble abode.

Kim’s hobbies include all things design and art, traveling, spending time on the water boating and kayaking, and spending time with her family and friends, especially her partner Stephen, daughters Bailey and Anika, and many pets.

Please contact Kim at kimberlyb@disciplineadvisors.com.
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