This winter, we had the pleasure of hosting two students from Northview High School through our six-week financial literacy student shadow program in our Sylvania, Ohio office.

At SJS, we often talk about what it means to build a better life. While investing and financial planning play an important role, we know the foundation of a better life is much broader than simply making sound financial decisions. Living a more meaningful life often starts with small, consistent habits.  

Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.

In our Quarterly Outlook, we reflect on 30 years of SJS with a letter from our Founder & CEO, share our latest investment insights, and highlight our continued commitment to community through SJS Cares. Plus, download a copy of our featured SJS Personal Information Organizer, which can serve as a comprehensive record of your essential family, financial, and personal information.

SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.

We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.

We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.

Most recently part of the SJS Team from 2018 to 2021, we are thrilled to say that Molly LaClair has decided to re-join the SJS Team as an Associate Advisor!

The SJS word of the year for 2023 is GRATITUDE! Gratitude for our health, families, friends, faith, country, the SJS Team, and most importantly You, our loyal client who trusts us to do what’s in your best interest day-in and day-out.

We would like to welcome Rachel to the SJS Team in Sylvania, Ohio! Rachel is an Advisor working closely with multi-generational families and individuals.

We would like to welcome Ryan to the SJS Team in Sylvania, Ohio! Ryan serves as Client Service Associate.

We would like to welcome Austin Grizzell to the SJS Team in Scottsdale, Arizona! Austin serves as Associate Advisor.

We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.

We would like to welcome Katie Floyd to the SJS Team in Sylvania, Ohio! Katie serves as Associate Advisor.

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

After over two years with the SJS Team, SJS Associate Advisor Molly LaClair has decided to focus full-time on raising her three young children. Please join us in saying thank you Molly!

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!