Jason Lacey is a CFP® with 18 years of industry experience, currently serving at PJS Wealth Partners in Cedarburg, WI. He previously worked at Lewis Lacey Capital Management, LLC and SII Investments, Inc. His credentials include Series 63 and Series 65 licenses. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in client assets and uses a multi-disciplinary investment process overseen by a Chief Investment Officer and an Investment Committee.

Devin Goetsch is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 credential and with one year of industry experience. He previously worked at Winch Financial from 2021 to 2025 and attended school from 2015 to 2021. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm manages approximately $852 million in client assets and combines multiple analytical approaches with model portfolios overseen by an investment committee, operating with an employee ownership structure.

Kelsey Wagner is a financial advisor with PJS Wealth Partners in Cedarburg, Wisconsin, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously gained experience at The Vanguard Group, Wisconsin Womens Health Foundation, Northwestern Mutual, T. Anton Investment House, and the University of Wisconsin-Madison. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets and employs an investment process that incorporates fundamental, technical, cyclical, and qualitative analysis, overseen by a Chief Investment Officer and an Investment Committee.

Patrick Sommerfield Jr. is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning services to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across 454 client relationships and employs a multi-faceted investment process supported by a Chief Investment Officer and an Investment Committee.

Kelly Merten is a financial advisor at PJS Wealth Partners with 22 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, charitable, and corporate clients. The firm manages approximately $852 million in client assets and employs a multi-faceted investment approach overseen by a Chief Investment Officer and an Investment Committee, with a distinctive use of approved AI tools under human supervision.

Scott Conger is a financial advisor at PJS Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including PJ Schmidt Investment Management, BMO Harris Bank, PPCM, Inc., and Pennant Management Inc. He is based in Cedarburg, Wisconsin. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm combines multiple investment analyses with model portfolios overseen by a Chief Investment Officer and an Investment Committee, managing approximately $852 million across 454 client relationships.

Emma Curtsinger is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at KeyBank and various service industry positions. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across about 454 client relationships, using a disciplined investment process overseen by a Chief Investment Officer and an Investment Committee.