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®).

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.