Sylvania, OH Office

Jeffrey Lewis is a Series 65-licensed advisor at SJS Investment Services with two years of industry experience. Prior to joining SJS Investment Services, he worked for 14 years at Mother Cabrini Shrine. SJS Investment Services is a multi-team registered investment adviser managing approximately $2.5 billion across an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, focusing on discretionary portfolio management, financial planning, and retirement plan advisory services.

Robert Schaefer is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is currently with SJS Investment Services, where he has worked since 2024. His prior experience includes roles at Symphony Financial Services, LPL Financial LLC, U.S. Bank, and Fifth Third Bank. SJS Investment Services is a multi-team registered investment adviser managing approximately $2.5 billion and serving a range of clients including individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes fiduciary standards, diversified model portfolios, and total-portfolio solutions with regular monitoring and reporting.

Molly La Clair is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 credential and has previously worked at Danberry Company and ProMedica, alongside periods as a stay-at-home mother. SJS Investment Services serves individuals and families, high-net-worth clients, retirement plans, institutional investors, and public entities, providing discretionary investment management, financial planning, and fiduciary services. The firm uses diversified model portfolios and an internal Investment Committee to oversee client accounts, with a distinctive focus on public-funds practice and tailored reporting.

Lisa Denstorff is a financial advisor at SJS Investment Services with 12 years of industry experience. She holds a Series 65 designation and has been with SJS Investment Consulting, Inc. since 2012. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically working with portfolios valued at $1 million or more. Their services include discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, with an emphasis on diversified model portfolios, total-portfolio solutions, and the use of portfolio and cash-flow projections.

Andrew Schaetzke is a CFP® with 12 years of industry experience, currently serving as an advisor at SJS Investment Services. He has been with SJS Investment Services since 2014 and holds a Series 66 designation. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, providing discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process is guided by an internal committee that constructs diversified model portfolios, with specialized practices for public funds and the use of leverage in certain strategies.

Grant Sims is a CFP® professional with 10 years of industry experience. He is currently with SJS Investment Services and previously worked at TFO Wealth Partners and Munn Wealth Management, LLC. He is also a licensed insurance agent engaged in life, disability, fixed annuities, accident, health, and long-term care insurance sales on a limited basis. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, providing discretionary investment management, financial planning, fiduciary services, and consulting. The firm’s investment process is guided by an internal committee that manages diversified portfolios and offers tailored solutions, including a notable public-funds practice and the use of leveraged strategies in selected accounts.

Kevin Kelly is a CFA® charterholder with 22 years of industry experience. He has worked at SJS Investment Consulting since 2000. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, generally focusing on portfolios with a minimum value of $1 million. Its services include discretionary portfolio management, financial planning, retirement plan advisory, sub-advisor oversight, and consultation, operating under a fiduciary standard with a bi-monthly Investment Committee review.

Kirk Ludwig is a financial advisor with SJS Investment Services in Sylvania, OH. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Ludwig has been with SJS Investment Consulting, Inc. since 2004. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, emphasizing diversified model portfolios, total-portfolio solutions, and the use of portfolio and cash-flow projections to guide implementation.

Kathleen Cristofoli is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at SJS Investment Services since 2021, with prior experience at Abercrombie & Fitch from 2015 to 2021. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, offering discretionary portfolio management, financial planning, and retirement plan advisory services under a fiduciary standard.

Bobby Adusumilli is a CFA® charterholder with four years of industry experience. He has worked at SJS Investment Services since 2019, with prior experience at Dimensional Fund Advisors from 2016 to 2019. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities by offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process involves an internal committee that constructs diversified model portfolios and includes specialized services for public funds and private investment allocations.

Scott Savage is a financial advisor at SJS Investment Services with 26 years of industry experience. He has been with SJS Investment Consulting since 1995. Scott holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent for SJS Investment Management, LLC, an affiliated insurance agency in Ohio. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes diversified model portfolios, fiduciary standards, and total-portfolio solutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight.

Gary Geiger is a financial advisor with SJS Investment Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with SJS Investment Consulting, Inc. since 2008. Geiger is also a licensed insurance agent affiliated with SJS Investment Management, LLC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically managing portfolios with a minimum value of $1 million. SJS provides discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular reviews.

Katie Floyd is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked previously at Dana, Inc. and PwC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion for individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes total-portfolio solutions, uses diversified model portfolios overseen by an Investment Committee, and provides customized advisory services including discretionary portfolio management and retirement plan consulting.

Jeffrey Yost is a financial advisor at SJS Investment Services with 23 years of industry experience. He holds a Series 63 designation and has been with SJS and its related entities since 2001. SJS Investment Services provides discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting to individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities. The firm’s investment approach includes diversified model portfolios monitored by an internal Investment Committee and incorporates tailored strategies for public funds and the use of leveraged positions in select accounts.