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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.

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The Lowdown on Those Free Credit Scores

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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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More information you can use

What our team has to say:

Portfolio Managers

Patrick N. Sommerfield, CFA

President, CIO, Portfolio Manager, Financial Planner

Jason S. Lacey, CFA, CFP®

Executive Vice-President, Portfolio Manager, Financial Planner

Scott M. Conger, CIMA®, AAMS®

Portfolio Manager, Financial Planner

Client Services

Kelly S. Mesarich

Operations Manager, Portfolio Accounting Manager

Joyce C. Bielefeld

Client Relationship Manager

Kelsey Wagner, CFP®

Client Relationship Associate

Teresa Sigler

Client Service Associate

Operations

Ann E. Volesky

Executive Assistant

Kelly A. Herian

Operations Specialist

Emily E. Parchim

Portfolio Manager Assistant and Trading Specialist

Brenda Feinberg

Portfolio Accountant

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