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Joe Michaletz | President & CEO, Discipline Advisors

Joe Michaletz, President & CEO, has 36 years of expertise in the financial service industry. He 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. Because Joe is a strong believer in diversification, he has expanded the firm’s service offerings to include private equity and private real estate alternatives. Along with advising clients and implementing investment strategies, Joe is involved with the investment committee and actively participates in the due diligence process, particularly with alternative investment products. As an entrepreneur by nature, Joe is passionate about advocating for his clients’ financial well-being. He is continuously seeking opportunities to add value to clients of DAI.

Mike O'Toole | Financial Advisor, Principal

Mike O'Toole has 20 years of real estate and investment securities experience, 10 years of which he was with a national real estate and DST investment firm. Mike advises clients with investment planning with a focus on real estate, 1031 exchanges and other financial planning and estate needs. Mike has a strong knowledge base and experience with the process of underwriting, developing and syndicating investment and commercial real estate offerings. He is a member of the DAI investment committee and actively participates in the due diligence process for all investments. Mike is a graduate of Montana State University in Bozeman, MT and currently holds Series 7, 66 and 22 licenses. He is a licensed real estate broker and a Certified Commercial Investment Member (CCIM). Mike is also a member of the Alternative & Direct Investment Securities Association (ADISA) and frequently speaks or sits on panels at national conferences.