Broker Check

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® - Managing Director | Wealth Adviser

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®) professionals, Certified Investment Management Analyst (CIMA®), Accredited Estate Planner®  (AEP®) and Accredited Asset Management Specialist (AAMS®).

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®

Managing Director, Wealth Adviser

Kelsey Wagner

Kelsey Wagner, CFP®

Wealth Adviser

Client Services

Kelly Merten

Kelly S. Merten

Director of Client Service and Operations

Joyce Bielefeld

Joyce C. Bielefeld

Client Service Manager

Kelly Herian

Kelly A. Herian

Client Service Associate

Emma Curtsinger

Emma Curtsinger

Client Service Associate

Devin Goetsch

Devin Goetsch

Client Service Associate

Operations

Brenda Feinberg

Brenda Feinberg

Director of Finance and Administration

Emily Parchim

Emily E. Parchim

Investment Operations Manager

Ann Volesky

Ann E. Volesky

Office and Facilities Manager

Andrea Urban

Andrea Urban

Administrative Assistant

Business Development

Teresa Sigler

Teresa Sigler

Business Development Manager

Client Centered

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.