PJS Investment Management

Jason Lacey is a CFP® professional with 17 years of industry experience, currently serving as an advisor at PJS Investment Management since 2014. He holds Series 63 and Series 65 licenses and works within a six-advisor team based in Cedarburg, Wisconsin. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis, using both individual securities and model portfolios overseen by an investment committee.

Joyce Bielefeld is a financial advisor at PJS Investment Management with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with PJS since 2015. Outside of her advisory role, she prepares income tax returns part-time through Elaine Kronberg Income Tax Service. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, supported by a team of six advisors managing approximately $787 million in assets.

Kelsey Wagner is a financial advisor at PJS Investment Management with Series 63 and Series 65 licenses and five years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously held roles at The Vanguard Group, Northwestern Mutual, and other firms. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning for portfolio clients, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis with both individual-security strategies and model portfolios overseen by an investment committee.

Patrick Sommerfield Jr. is a financial advisor at PJS Investment Management in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across about 462 client relationships.

Kelly Merten is a financial advisor at PJS Investment Management with 21 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. The firm serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. PJS Investment Management employs a blended investment approach combining fundamental, technical, cyclical, and qualitative analysis with asset allocation, using both individual securities and model portfolios overseen by an investment committee and chief investment officer.

Scott Conger is a Series 65-licensed financial advisor with PJS Investment Management in Cedarburg, WI, bringing 11 years of industry experience. He has worked at PJS Investment Management since 2018 and previously at BMO Harris Bank from 2016 to 2018. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm manages approximately $787 million in assets across about 462 client relationships, utilizing a blended investment process that combines multiple analytical approaches and employs both individual securities and model portfolios.

Emma Curtsinger is a financial advisor at PJS Investment Management with Series 65 credentials and two years of industry experience. Prior to joining PJS, she held roles at KeyBank and worked in various service and retail positions while completing her studies at the University of Dayton. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across 462 client relationships.