Janet Sexauer Senior Financial Planning Associate
Janet is a Financial Planning Associate and works very closely with the Lead Advisors in preparing, reviewing and coordinating the ongoing financial, investment, estate and tax details for many PFA clients. She has earned her Financial Para Planner Certification.
Janet has many years of experience in the financial planning field since she joined the firm in 1992. Throughout the years, she has made an impact by demonstrating her outstanding organizational skills, mastery of detail and unique ability to get along well with people. Janet brings an exceptional attitude and thoughtful personality to everything she does. She is also the Director of Client Services, and is responsible for overseeing, coordinating and managing all aspects of Paradigm Financial Advisors client support services.
Matt Kellermann Trading and Portfolio Manager
Matt received his Bachelor of Science Degree in Finance from Missouri State University. He has spent the past ten years working in institutional finance. Matt was a Senior Analyst at NISA Investment Advisors and worked in the investment management division for Reinsurance Group of America. Matt’s knowledge and experience with portfolio management software will be very helpful in his new position with PFA as we implement new technology to streamline our trading and reporting process.
Matt is responsible for managing our trading process, monitoring & rebalancing client portfolios on an ongoing basis and reconciling all securities transactions. Matt is a member of our investment committee and will provide research & financial analysis on the securities and funds that we recommend to our clients. He also assists our Wealth Managers in communicating our recommendations to clients and answering client questions regarding their investments. Additionally, Matt leads our due diligence process for evaluating and selecting new portfolio management software that will streamline our trading and reporting process.
McCarthy Grewe Financial Planning Associate
McCarthy joined Paradigm Financial Advisors, LLC full-time in June 2018. He received a Bachelor of Science in both Finance and Accounting from the University of Kansas and a Juris Doctorate from the University of Missouri. During his time in law school, McCarthy worked as a summer/winter associate with Carson & Coil, P.C., as well as a Rule 13 Certified Law Student in the University of Missouri’s Entrepreneurship Legal Clinic and Landlord/Tenant Practicum. He is a Cali Excellence Award Winner in Basic Federal Income Taxation and Partnership Taxation, and was admitted to the Missouri Bar in September 2018.
Abby Reding Financial Planning Associate
Abby joined Paradigm Financial Advisors as a Financial Planning Associate in the spring of 2018. Abby is responsible for assisting the Wealth Management teams with operations as well as providing proactive, valued added service to PFA clients. Prior to joining our team, Abby worked at Capitas Financial Life Insurance General Agency as an underwriting case manager and in-force policy service specialist. Abby received her Bachelors in Business Management from Missouri Baptist University. Abby recently completed the requirements and exam for the Financial Paraplanner Qualified Professional designation.
Steve Pontello Financial Planning Associate
Steve joined Paradigm Financial Advisors as a Financial Planning Associate in the summer of 2019. Steve is responsible for assisting the Wealth Management teams with operations as well as providing proactive, value added service to PFA clients. Prior to joining our team, Steve worked as a Financial Services Representative at TD Ameritrade for 2 years. Steve received his Bachelor’s degree in Business Administration from the University of Missouri St. Louis. During his time at UMSL, Steve also worked full-time as a Personal Banker with US Bank.
Kate Reding Accounting Manager
Kate manages PFA’s accounting department. She is responsible for ensuring that all financial transactions are properly recorded in our accounting system and overseas PFA’s Federal & State tax reporting. Kate also prepares the company’s financial statements and assists the CEO with forecasting and budgeting. Kate has a B.S.B.A. in Accounting from the University of Missouri.