Who We Are

"Today PJS continues to offer investment advice, based on what is best for the client; moreover, what started out as an investment counsel firm in 1981, has grown into a comprehensive wealth management firm.”

– Scott M. Conger, CIMA®, AAMS®, Portfolio Manager|Financial Planner

Our mission is to improve the lives of others by meeting their life goals through the proper management of their financial resources. We accomplish this with a customized investment strategy tailored to each client’s and their family’s life circumstances. Our entire team works in concert to accomplish this and in doing so we build long-lasting relationships with our clients. They become family to us, and we consider ourselves a financial advocate. Helping our clients achieve their investment goals drives everything we do.

Our management team is comprised of experienced investment professionals including; Chartered Financial Analyst (CFA) charterholders, Certified Financial Planner™ (CFP^®) professional, Certified Investment Management Analyst (CIMA^®), and Accredited Asset Management Specialist (AAMS^®).

Wealth Advisers

Patrick N. Sommerfield, CFA

President, CIO, Wealth Adviser

Jason S. Lacey, CFA, CFP^®

Executive Vice-President, Wealth Adviser

Scott M. Conger, CIMA^®, AAMS^®

Director, Wealth Adviser

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 Relationship Associate

Operations

Brenda Feinberg

Portfolio Accountant

Emily E. Parchim

Portfolio Manager Assistant and Trading Specialist

Kelly A. Herian

Operations Specialist

Ann E. Volesky

Executive Assistant

Client Centered

We believe each of our clients has a unique set of needs and deserves a truly personal approach.

Whether you are investing to build wealth, protect your family, or preserve your assets our personalized approach focuses on achieving your needs, wants, and long-term goals.

Our team of experienced investment professionals can help address your needs of today and achieve your financial goals of tomorrow.

Contact Us