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PLAN
WITH
PURPOSE

Blueprint (ˈblo͞oˌprint) n. A detailed plan or program of action

Imagine the use of your personal and financial resources representing a blueprint on moving your goals and objectives forward. At PJS Investment Management our focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination.

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Our Services

Our services are comprehensive, client-centric and team-based. We will work with you to develop, implement and monitor a strategy that is tailored to your specific short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management.

FAMILY

FAMILY

Helping you and your loved ones explore their financial goals.

PLANNING

PLANNING

Review and analysis of all facets of your financial situation.

<span>INVESTMENT</span>

INVESTMENT

Create a tailored, purpose-driven investment strategy that’s right for you.

<span>RETIREMENT</span>

RETIREMENT

Explore steps to consider pursuing the retirement you want.

ESTATE

ESTATE

Manage your affairs during your lifetime and beyond.

We're here for you!

When our passionate and innovative founder, Philip J. Schmidt, started as an independent, fee-only investment adviser over 40 years ago, his goal was to offer investment counsel that was in the best interest for his clients. We continue that philosophy today: to offer honest investment advice based on what is best for our clients while promoting healthy investment behavior and helping clients feel comfortable as they navigate financial decisions based on their life goals.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn More
Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn More

More information you can use

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

What our team has to say:

“I believe people seek us out because they desire a customized investment management and planning experience. This experience is not something that is merely on paper, rather a process our entire team and clients collaborate on together.”

Jason S. Lacey, CFA, CFP®, Executive Vice-President

Wealth Advisers

Patrick Sommerfield

Patrick N. Sommerfield, CFA

President, CIO, Wealth Adviser

Jason Lacey

Jason S. Lacey, CFA, CFP®, AEP® 

Executive Vice-President, Wealth Adviser

Scott Conger

Scott M. Conger, CIMA®, AAMS®

Director, Wealth Adviser

Kelsey Wagner

Kelsey Wagner, CFP®

Wealth Adviser

Client Services

Kelly Merten

Kelly S. Merten

Operations Manager, Portfolio Accounting Manager

Joyce Bielefeld

Joyce C. Bielefeld

Client Relationship Manager

Teresa Sigler

Teresa Sigler

Client Relationship Associate

Operations

Ann Volesky

Ann E. Volesky

Executive Assistant

Kelly Herian

Kelly A. Herian

Operations Specialist

Emily Parchim

Emily E. Parchim

Portfolio Manager Assistant and Trading Specialist

Brenda Feinberg

Brenda Feinberg

Portfolio Accountant

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