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Kelly S. Merten

Kelly S. Merten

Operations Manager, Portfolio Accounting Manager

“I’m thankful to have a firm grasp in all areas of the business, a jack of all trades if you will, which helps in the coordination of our entire team. I believe clients select us because we take care of them as if they are family”

Background & Role

Kelly started her career in the hospitality industry as a restaurant manager. She soon discovered she enjoyed the accounting and business side of the hospitality industry and began taking accounting courses at University of Milwaukee which led to an opportunity working in a public accounting firm as a staff accountant for 7 years.

Since joining PJS in 2003, Kelly’s role as evolved from portfolio accountant/trader to operations manager and client service support. Kelly supervises the operations team and works closely with Patrick Sommerfield to oversee the firm’s compliance program and administrate the firm’s employee benefits program.

Kelly is married and lives in Random Lake and enjoys cooking, spending time with family, and loves to do all things outdoors!

Credentials, Memberships & Associations

  • Series 65 – Uniform Investment Adviser Law Examination


  • B.S. Hotel and Restaurant Management University of Wisconsin – Stout