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Joyce C. Bielefeld

Joyce C. Bielefeld

Client Service Manager

Background & Role
As a Client Service Manager, Joyce works to establish strong client relationships by assessing client needs to ensure they have a superior experience working with PJS Investment Management. She works to create trust and confidence in clients through problem solving, careful listening, being exceptionally responsive to client requests and by proactively assisting Portfolio Managers with meetings and follow up. She helps to organize and maintain client information while ensuring tasks are scheduled and completed. Joyce also conducts research to find answers to various financial planning, tax, insurance, retirement and estate planning questions. 

Joyce spent the first 10 years of her career in the banking industry. She then transitioned into the financial planning and investment management industry while working at several local brokerage firms in the Milwaukee area. Joyce joined PJS Investment Management in 2015. She continues to work as an independent tax preparer for individuals and small businesses.

Joyce is married and lives in Cedarburg. She has three adult daughters and three granddaughters. Her favorite times in life are making memories with her family, cooking, reading, volunteering and traveling throughout the US with her husband on their Harley.

 

Credentials, Memberships, & Associations

  • Series 65 – Uniform Investment Adviser Law Examination
  • Resident Insurance License for Variable Life and Annuity, Life, Accident & Health

Education

  • B.B.A. Finance – University of Wisconsin Milwaukee