Jason Lacey

Mr. Jason S.
Lacey, CFA, is an Executive Vice President & Wealth Adviser at P.
J.
Schmidt Investment Management, Inc. He is a member of the investment committee, directs the financial planning process, and is responsible for business development.
He guides the development of detailed wealth plans, conducts investment research, supports the construction and management of investment portfolios, while turning behavioral finance concepts into actionable solutions and strategies.
He has been in the financial planning and investment management industry since 2006 and with over 16 years’ experience in the financial industry and 9 years’ experience as an educator, he brings an informed and unique approach to PJS Investment Management and their clients.
He received his undergraduate degree from Olivet Nazarene University, a graduate degree from the University of Wisconsin and a graduate degree from Indiana Wesleyan University.